UCFA
USMD

United Capital Financial Advisors’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

United Capital Financial Advisors’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20,969
Closed -$475K – 1356
2016
Q3 		$475K Hold
20,969
– – ﹤0.01% 982
2016
Q2 		$398K Hold
20,969
– – ﹤0.01% 969
2016
Q1 		$225K Hold
20,969
– – ﹤0.01% 1091
2015
Q4 		$157K Hold
20,969
– – ﹤0.01% 1150
2015
Q3 		$151K Hold
20,969
– – ﹤0.01% 1186
2015
Q2 		$178K Hold
20,969
– – ﹤0.01% 1195
2015
Q1 		$210K Hold
20,969
– – ﹤0.01% 1175
2014
Q4 		$231K Buy
20,969
+10,766
+106% +$91.9K ﹤0.01% 1046
2014
Q3 		$89K Buy
+10,203
New +$98.2K ﹤0.01% 1081

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

United Capital Financial Advisors sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q4 2016, closing a stake of 20,969 shares — an estimated $475K sold.

United Capital Financial Advisors first reported a position in USMD in Q3 2014 and held it in 9 quarters. The position peaked at $475K in Q3 2016. 0 funds tracked by Wall St. Rank hold USMD as of Q4 2016.

  • United Capital Financial Advisors reported no remaining USMD HLDGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,969 USMD HLDGS INC COM STK (DE) shares in Q4 2016, an estimated $475K.
  • United Capital Financial Advisors first reported a position in USMD HLDGS INC COM STK (DE) in Q3 2014 and held it in 9 quarters.
  • United Capital Financial Advisors's USMD HLDGS INC COM STK (DE) position peaked at $475K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q4 2016.

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