United Capital Financial Advisors’s Validus Hold Ltd VR Stock Holding History

United Capital Financial Advisors’s Portfolio VR Stock Details VR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,563	Closed	-$273K	–	1321
2016 Q2	$273K	Buy	+5,563	New	+$261K	﹤0.01%	1063
2015 Q3	–	Sell	-9,075	Closed	-$399K	–	1341
2015 Q2	$399K	Buy	9,075 +735	+9%	+$31.6K	﹤0.01%	995
2015 Q1	$349K	Buy	8,340 +528	+7%	+$21.8K	﹤0.01%	1025
2014 Q4	$325K	Buy	7,812 +495	+7%	+$20K	﹤0.01%	941
2014 Q3	$286K	Buy	+7,317	New	+$281K	0.01%	945

Other funds holding VR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's VR Position: Q3 2016 in Review

United Capital Financial Advisors sold out of Validus Hold Ltd (VR) in Q3 2016, closing a stake of 5,563 shares — an estimated $273K sold.

United Capital Financial Advisors first reported a position in VR in Q3 2014 and held it in 5 quarters. The position peaked at $399K in Q2 2015. 250 funds tracked by Wall St. Rank hold VR as of Q3 2016.

United Capital Financial Advisors reported no remaining Validus Hold Ltd position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 5,563 Validus Hold Ltd shares in Q3 2016, an estimated $273K.
United Capital Financial Advisors first reported a position in Validus Hold Ltd in Q3 2014 and held it in 5 quarters.
United Capital Financial Advisors's Validus Hold Ltd position peaked at $399K in Q2 2015.
250 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.