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United Capital Financial Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

United Capital Financial Advisors’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,550
Closed -$225K – 946
2014
Q1 		$225K Sell
6,550
-1,200
-15% -$40.4K ﹤0.01% 849
2013
Q4 		$260K Hold
7,750
– – 0.01% 558
2013
Q3 		$238K Buy
+7,750
New +$231K 0.01% 599

Other funds holding UPGD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

United Capital Financial Advisors's UPGD Position: Q2 2014 in Review

United Capital Financial Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2014, closing a stake of 6,550 shares — an estimated $225K sold.

United Capital Financial Advisors first reported a position in UPGD in Q3 2013 and held it in 3 quarters. The position peaked at $260K in Q4 2013. 26 funds tracked by Wall St. Rank hold UPGD as of Q2 2014.

  • United Capital Financial Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,550 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2014, an estimated $225K.
  • United Capital Financial Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $260K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.