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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$475K Hold
2016
Q2 		$398K Hold
2016
Q1 		$225K Hold
2015
Q4 		$157K Hold
2015
Q3 		$151K Hold
2015
Q2 		$178K Hold
2015
Q1 		$210K Hold
2014
Q4 		$231K Buy
2014
Q3 		$89K Buy