UCFA
WY.PRA

United Capital Financial Advisors’s WEYERHAEUSER COMP PREF CONV SER A (WA) WY.PRA Stock Holding History

United Capital Financial Advisors’s Portfolio WY.PRA Stock Details WY.PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-60,140
Closed -$3.01M – 1337
2016
Q2 		$3.01M Sell
60,140
-144,925
-71% -$7.29M 0.03% 464
2016
Q1 		$10.5M Sell
205,065
-4,550
-2% -$213K 0.12% 190
2015
Q4 		$10.5M Sell
209,615
-2,655
-1% -$135K 0.12% 187
2015
Q3 		$10.1M Sell
212,270
-4,225
-2% -$213K 0.12% 188
2015
Q2 		$11.3M Sell
216,495
-2,250
-1% -$121K 0.13% 182
2015
Q1 		$11.7M Buy
218,745
+2,105
+1% +$121K 0.14% 182
2014
Q4 		$12.5M Buy
216,640
+30,505
+16% +$1.74M 0.19% 139
2014
Q3 		$10.7M Sell
186,135
-755
-0.4% -$42.6K 0.19% 139
2014
Q2 		$10.6M Buy
186,890
+4,100
+2% +$229K 0.2% 137
2014
Q1 		$9.98M Sell
182,790
-1,100
-0.6% -$60K 0.21% 111
2013
Q4 		$10.3M Buy
+183,890
New +$10M 0.35% 78

Other funds holding WY.PRA

PWS
Peloton Wealth Strategists Indianapolis, Indiana $271M AUM 19.14% 1-Year Est. Return

United Capital Financial Advisors's WY.PRA Position: Q3 2016 in Review

United Capital Financial Advisors sold out of WEYERHAEUSER COMP PREF CONV SER A (WA) (WY.PRA) in Q3 2016, closing a stake of 60,140 shares — an estimated $3.01M sold.

United Capital Financial Advisors first reported a position in WY.PRA in Q4 2013 and held it in 11 quarters. The position peaked at $12.5M in Q4 2014. 1 fund tracked by Wall St. Rank holds WY.PRA as of Q3 2016.

  • United Capital Financial Advisors reported no remaining WEYERHAEUSER COMP PREF CONV SER A (WA) position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 60,140 WEYERHAEUSER COMP PREF CONV SER A (WA) shares in Q3 2016, an estimated $3.01M.
  • United Capital Financial Advisors first reported a position in WEYERHAEUSER COMP PREF CONV SER A (WA) in Q4 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's WEYERHAEUSER COMP PREF CONV SER A (WA) position peaked at $12.5M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held WEYERHAEUSER COMP PREF CONV SER A (WA) as of Q3 2016.

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