United Capital Financial Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,806	Closed	-$200K	–	1371
2018 Q3	$200K	Buy	+5,806	New	+$201K	﹤0.01%	1256
2018 Q1	–	Sell	-7,276	Closed	-$243K	–	1369
2017 Q4	$243K	Sell	7,276 -513	-7%	-$16.5K	﹤0.01%	1183
2017 Q3	$243K	Buy	7,789 +230	+3%	+$6.91K	﹤0.01%	1191
2017 Q2	$224K	Buy	+7,559	New	+$223K	﹤0.01%	1171
2016 Q4	–	Sell	-7,648	Closed	-$205K	–	1332
2016 Q3	$205K	Buy	+7,648	New	+$201K	﹤0.01%	1180

Other funds holding VUSE

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's VUSE Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Vident US Equity Strategy ETF (VUSE) in Q4 2018, closing a stake of 5,806 shares — an estimated $200K sold.

United Capital Financial Advisors first reported a position in VUSE in Q3 2016 and held it in 5 quarters. The position peaked at $243K in Q4 2017. 22 funds tracked by Wall St. Rank hold VUSE as of Q4 2018.

United Capital Financial Advisors reported no remaining Vident US Equity Strategy ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 5,806 Vident US Equity Strategy ETF shares in Q4 2018, an estimated $200K.
United Capital Financial Advisors first reported a position in Vident US Equity Strategy ETF in Q3 2016 and held it in 5 quarters.
United Capital Financial Advisors's Vident US Equity Strategy ETF position peaked at $243K in Q4 2017.
22 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.