UCFA
WNS

United Capital Financial Advisors’s WNS Holdings WNS Stock Holding History

United Capital Financial Advisors’s Portfolio WNS Stock Details WNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20,853
Closed -$1.5M – 1242
2020
Q4 		$1.5M Sell
20,853
-4,796
-19% -$321K 0.01% 572
2020
Q3 		$1.64M Sell
25,649
-16,852
-40% -$1.06M 0.01% 547
2020
Q2 		$2.34M Buy
42,501
+1,035
+2% +$49.4K 0.02% 481
2020
Q1 		$1.78M Sell
41,466
-5,105
-11% -$327K 0.01% 519
2019
Q4 		$3.08M Buy
46,571
+652
+1% +$40.6K 0.02% 514
2019
Q3 		$2.7M Sell
45,919
-7,178
-14% -$438K 0.02% 528
2019
Q2 		$3.14M Sell
53,097
-4,616
-8% -$259K 0.02% 508
2019
Q1 		$3.07M Sell
57,713
-7,355
-11% -$369K 0.02% 507
2018
Q4 		$2.69M Sell
65,068
-11,702
-15% -$559K 0.02% 490
2018
Q3 		$3.9M Sell
76,770
-3,538
-4% -$181K 0.03% 480
2018
Q2 		$4.19M Sell
80,308
-4,120
-5% -$204K 0.03% 450
2018
Q1 		$3.83M Sell
84,428
-1,962
-2% -$86.1K 0.03% 457
2017
Q4 		$3.47M Buy
86,390
+4,097
+5% +$161K 0.03% 475
2017
Q3 		$3M Buy
82,293
+3,581
+5% +$126K 0.03% 487
2017
Q2 		$2.71M Buy
78,712
+521
+0.7% +$16.6K 0.02% 503
2017
Q1 		$2.24M Buy
78,191
+2,283
+3% +$64.7K 0.02% 537
2016
Q4 		$2.09M Buy
75,908
+1,725
+2% +$46.5K 0.02% 558
2016
Q3 		$2.22M Buy
74,183
+1,511
+2% +$43.5K 0.02% 559
2016
Q2 		$1.96M Sell
72,672
-709
-1% -$21.6K 0.02% 552
2016
Q1 		$2.25M Buy
+73,381
New +$2.1M 0.02% 504
2014
Q4 		– Sell
-72,411
Closed -$1.63M – 1195
2014
Q3 		$1.63M Buy
72,411
+17,746
+32% +$356K 0.03% 495
2014
Q2 		$1.05M Buy
+54,665
New +$1.01M 0.02% 556

Other funds holding WNS

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIF
Nalanda India Fund Moka, Mauritius $189M AUM 20.46% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

United Capital Financial Advisors's WNS Position: Q1 2021 in Review

United Capital Financial Advisors sold out of WNS Holdings (WNS) in Q1 2021, closing a stake of 20,853 shares — an estimated $1.5M sold.

United Capital Financial Advisors first reported a position in WNS in Q2 2014 and held it in 22 quarters. The position peaked at $4.19M in Q2 2018. 182 funds tracked by Wall St. Rank hold WNS as of Q1 2021.

  • United Capital Financial Advisors reported no remaining WNS Holdings position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,853 WNS Holdings shares in Q1 2021, an estimated $1.5M.
  • United Capital Financial Advisors first reported a position in WNS Holdings in Q2 2014 and held it in 22 quarters.
  • United Capital Financial Advisors's WNS Holdings position peaked at $4.19M in Q2 2018.
  • 182 funds tracked by Wall St. Rank held WNS Holdings as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.