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United Capital Financial Advisors’s Valhi VHI Stock Holding History

United Capital Financial Advisors’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-9,418
Closed -$726K – 1125
2014
Q2 		$726K Buy
9,418
+8,133
+633% +$662K 0.01% 623
2014
Q1 		$136K Buy
+1,285
New +$192K ﹤0.01% 900

Other funds holding VHI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
GPCM
Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return
FCM
Force Capital Management New York $11.4M AUM 5.65% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

United Capital Financial Advisors's VHI Position: Q3 2014 in Review

United Capital Financial Advisors sold out of Valhi (VHI) in Q3 2014, closing a stake of 9,418 shares — an estimated $726K sold.

United Capital Financial Advisors first reported a position in VHI in Q1 2014 and held it in 2 quarters. The position peaked at $726K in Q2 2014. 51 funds tracked by Wall St. Rank hold VHI as of Q3 2014.

  • United Capital Financial Advisors reported no remaining Valhi position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,418 Valhi shares in Q3 2014, an estimated $726K.
  • United Capital Financial Advisors first reported a position in Valhi in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Valhi position peaked at $726K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held Valhi as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.