UCFA
WG

United Capital Financial Advisors’s Willbros Group WG Stock Holding History

United Capital Financial Advisors’s Portfolio WG Stock Details WG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-27,604
Closed -$35K – 1343
2015
Q2 		$35K Sell
27,604
-682,811
-96% -$1.51M ﹤0.01% 1241
2015
Q1 		$1.78M Buy
710,415
+142,135
+25% +$778K 0.02% 593
2014
Q4 		$3.56M Buy
+568,280
New +$3.24M 0.05% 330

Other funds holding WG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
NAM
Netols Asset Management Mequon, Wisconsin $445M AUM 26.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

United Capital Financial Advisors's WG Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Willbros Group (WG) in Q3 2015, closing a stake of 27,604 shares — an estimated $35K sold.

United Capital Financial Advisors first reported a position in WG in Q4 2014 and held it in 3 quarters. The position peaked at $3.56M in Q4 2014. 56 funds tracked by Wall St. Rank hold WG as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Willbros Group position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,604 Willbros Group shares in Q3 2015, an estimated $35K.
  • United Capital Financial Advisors first reported a position in Willbros Group in Q4 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's Willbros Group position peaked at $3.56M in Q4 2014.
  • 56 funds tracked by Wall St. Rank held Willbros Group as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.