UCFA
WMCR

United Capital Financial Advisors’s Invesco Wilshire Micro-Cap ETF WMCR Stock Holding History

United Capital Financial Advisors’s Portfolio WMCR Stock Details WMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-167,352
Closed -$4.66M – 1423
2018
Q4 		$4.66M Sell
167,352
-167
-0.1% -$5.45K 0.04% 396
2018
Q3 		$6.28M Sell
167,519
-3,736
-2% -$139K 0.04% 394
2018
Q2 		$6.25M Buy
+171,255
New +$6.08M 0.05% 371

United Capital Financial Advisors's WMCR Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Invesco Wilshire Micro-Cap ETF (WMCR) in Q1 2019, closing a stake of 167,352 shares — an estimated $4.66M sold.

United Capital Financial Advisors first reported a position in WMCR in Q2 2018 and held it in 3 quarters. The position peaked at $6.28M in Q3 2018. 0 funds tracked by Wall St. Rank hold WMCR as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Invesco Wilshire Micro-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 167,352 Invesco Wilshire Micro-Cap ETF shares in Q1 2019, an estimated $4.66M.
  • United Capital Financial Advisors first reported a position in Invesco Wilshire Micro-Cap ETF in Q2 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco Wilshire Micro-Cap ETF position peaked at $6.28M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Wilshire Micro-Cap ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.