UCFA
TSS

United Capital Financial Advisors’s Total System Services, Inc. TSS Stock Holding History

United Capital Financial Advisors’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,965
Closed -$765K – 1562
2019
Q2 		$765K Sell
5,965
-9,911
-62% -$1.09M 0.01% 895
2019
Q1 		$1.51M Sell
15,876
-3,915
-20% -$354K 0.01% 663
2018
Q4 		$1.61M Sell
19,791
-3,348
-14% -$296K 0.01% 608
2018
Q3 		$2.29M Sell
23,139
-1,463
-6% -$138K 0.02% 582
2018
Q2 		$2.08M Sell
24,602
-1,163
-5% -$100K 0.02% 583
2018
Q1 		$2.22M Sell
25,765
-184,568
-88% -$15.9M 0.02% 562
2017
Q4 		$16.6M Buy
210,333
+5,050
+2% +$367K 0.13% 183
2017
Q3 		$13.4M Buy
205,283
+8,609
+4% +$557K 0.11% 214
2017
Q2 		$11.5M Buy
196,674
+15,460
+9% +$884K 0.1% 240
2017
Q1 		$9.69M Buy
181,214
+35,128
+24% +$1.87M 0.09% 270
2016
Q4 		$7.16M Buy
146,086
+27,934
+24% +$1.37M 0.07% 319
2016
Q3 		$5.57M Buy
118,152
+22,981
+24% +$1.15M 0.05% 363
2016
Q2 		$5.04M Buy
95,171
+28,600
+43% +$1.48M 0.05% 360
2016
Q1 		$3.17M Buy
66,571
+24,799
+59% +$1.09M 0.03% 435
2015
Q4 		$2.08M Buy
41,772
+16,672
+66% +$870K 0.02% 540
2015
Q3 		$1.14M Buy
25,100
+9,226
+58% +$420K 0.01% 657
2015
Q2 		$663K Buy
15,874
+1,172
+8% +$47.4K 0.01% 825
2015
Q1 		$582K Sell
14,702
-411
-3% -$15K 0.01% 849
2014
Q4 		$513K Buy
15,113
+795
+6% +$25.7K 0.01% 814
2014
Q3 		$443K Buy
+14,318
New +$453K 0.01% 820

Other funds holding TSS

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return

United Capital Financial Advisors's TSS Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Total System Services, Inc. (TSS) in Q3 2019, closing a stake of 5,965 shares — an estimated $765K sold.

United Capital Financial Advisors first reported a position in TSS in Q3 2014 and held it in 20 quarters. The position peaked at $16.6M in Q4 2017. 3 funds tracked by Wall St. Rank hold TSS as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Total System Services, Inc. position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,965 Total System Services, Inc. shares in Q3 2019, an estimated $765K.
  • United Capital Financial Advisors first reported a position in Total System Services, Inc. in Q3 2014 and held it in 20 quarters.
  • United Capital Financial Advisors's Total System Services, Inc. position peaked at $16.6M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.