UCFA
TWER

United Capital Financial Advisors’s Towerstream Corporation Common Stock TWER Stock Holding History

United Capital Financial Advisors’s Portfolio TWER Stock Details TWER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-750
Closed -$30K – 1331
2015
Q1 		$30K Buy
+750
New +$32.3K ﹤0.01% 1229

Other funds holding TWER

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return

United Capital Financial Advisors's TWER Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Towerstream Corporation Common Stock (TWER) in Q2 2015, closing a stake of 750 shares — an estimated $30K sold.

United Capital Financial Advisors first reported a position in TWER in Q1 2015 and held it in 1 quarter. The position peaked at $30K in Q1 2015. 44 funds tracked by Wall St. Rank hold TWER as of Q2 2015.

  • United Capital Financial Advisors reported no remaining Towerstream Corporation Common Stock position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 750 Towerstream Corporation Common Stock shares in Q2 2015, an estimated $30K.
  • United Capital Financial Advisors first reported a position in Towerstream Corporation Common Stock in Q1 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Towerstream Corporation Common Stock position peaked at $30K in Q1 2015.
  • 44 funds tracked by Wall St. Rank held Towerstream Corporation Common Stock as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.