UCFA
VGR

United Capital Financial Advisors’s Vector Group Ltd. VGR Stock Holding History

United Capital Financial Advisors’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16,508
Closed -$120K – 1500
2019
Q1 		$120K Buy
16,508
+593
+4% +$4.41K ﹤0.01% 1306
2018
Q4 		$105K Sell
15,915
-4,258
-21% -$36K ﹤0.01% 1242
2018
Q3 		$188K Buy
20,173
+790
+4% +$8.61K ﹤0.01% 1261
2018
Q2 		$238K Hold
19,383
– – ﹤0.01% 1176
2018
Q1 		$254K Buy
+19,383
New +$259K ﹤0.01% 1150

Other funds holding VGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

United Capital Financial Advisors's VGR Position: Q2 2019 in Review

United Capital Financial Advisors sold out of Vector Group Ltd. (VGR) in Q2 2019, closing a stake of 16,508 shares — an estimated $120K sold.

United Capital Financial Advisors first reported a position in VGR in Q1 2018 and held it in 5 quarters. The position peaked at $254K in Q1 2018. 186 funds tracked by Wall St. Rank hold VGR as of Q2 2019.

  • United Capital Financial Advisors reported no remaining Vector Group Ltd. position as of Q2 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,508 Vector Group Ltd. shares in Q2 2019, an estimated $120K.
  • United Capital Financial Advisors first reported a position in Vector Group Ltd. in Q1 2018 and held it in 5 quarters.
  • United Capital Financial Advisors's Vector Group Ltd. position peaked at $254K in Q1 2018.
  • 186 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.