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United Capital Financial Advisors’s Televisa TV Stock Holding History

United Capital Financial Advisors’s Portfolio TV Stock Details TV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,213
Closed -$237K – 1325
2016
Q3 		$237K Sell
9,213
-1,697
-16% -$44.8K ﹤0.01% 1141
2016
Q2 		$284K Buy
10,910
+2,571
+31% +$67.8K ﹤0.01% 1052
2016
Q1 		$229K Sell
8,339
-4,906
-37% -$129K ﹤0.01% 1085
2015
Q4 		$360K Sell
13,245
-2,209
-14% -$61.9K ﹤0.01% 968
2015
Q3 		$402K Buy
15,454
+3,275
+27% +$105K ﹤0.01% 965
2015
Q2 		$473K Sell
12,179
-87
-0.7% -$3.21K 0.01% 939
2015
Q1 		$447K Sell
12,266
-904
-7% -$30.4K 0.01% 935
2014
Q4 		$449K Buy
13,170
+747
+6% +$25.9K 0.01% 854
2014
Q3 		$421K Buy
12,423
+244
+2% +$8.68K 0.01% 838
2014
Q2 		$418K Buy
12,179
+1,151
+10% +$38.6K 0.01% 714
2014
Q1 		$367K Sell
11,028
-1,870
-14% -$56.3K 0.01% 724
2013
Q4 		$390K Sell
12,898
-344
-3% -$10.2K 0.01% 471
2013
Q3 		$370K Sell
13,242
-364
-3% -$9.74K 0.01% 514
2013
Q2 		$338K Buy
+13,606
New +$347K 0.01% 576

Other funds holding TV

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's TV Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Televisa (TV) in Q4 2016, closing a stake of 9,213 shares — an estimated $237K sold.

United Capital Financial Advisors first reported a position in TV in Q2 2013 and held it in 14 quarters. The position peaked at $473K in Q2 2015. 186 funds tracked by Wall St. Rank hold TV as of Q4 2016.

  • United Capital Financial Advisors reported no remaining Televisa position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,213 Televisa shares in Q4 2016, an estimated $237K.
  • United Capital Financial Advisors first reported a position in Televisa in Q2 2013 and held it in 14 quarters.
  • United Capital Financial Advisors's Televisa position peaked at $473K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Televisa as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.