UCFA
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United Capital Financial Advisors’s Virtu Financial VIRT Stock Holding History

United Capital Financial Advisors’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-27,229
Closed -$498K – 1368
2017
Q4 		$498K Buy
27,229
+784
+3% +$12.7K ﹤0.01% 966
2017
Q3 		$428K Buy
26,445
+2,789
+12% +$47.1K ﹤0.01% 1005
2017
Q2 		$418K Buy
+23,656
New +$385K ﹤0.01% 974

Other funds holding VIRT

OHM
Ordinal Holdings ManageCo New York $485M AUM 6.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's VIRT Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Virtu Financial (VIRT) in Q1 2018, closing a stake of 27,229 shares — an estimated $498K sold.

United Capital Financial Advisors first reported a position in VIRT in Q2 2017 and held it in 3 quarters. The position peaked at $498K in Q4 2017. 145 funds tracked by Wall St. Rank hold VIRT as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Virtu Financial position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,229 Virtu Financial shares in Q1 2018, an estimated $498K.
  • United Capital Financial Advisors first reported a position in Virtu Financial in Q2 2017 and held it in 3 quarters.
  • United Capital Financial Advisors's Virtu Financial position peaked at $498K in Q4 2017.
  • 145 funds tracked by Wall St. Rank held Virtu Financial as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.