UCFA
XLS

United Capital Financial Advisors’s EXELIS INC COM STK XLS Stock Holding History

United Capital Financial Advisors’s Portfolio XLS Stock Details XLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,944
Closed -$342K – 1338
2015
Q1 		$342K Buy
13,944
+3,357
+32% +$71.7K ﹤0.01% 1033
2014
Q4 		$186K Buy
+10,587
New +$183K ﹤0.01% 1107

Other funds holding XLS

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

United Capital Financial Advisors's XLS Position: Q2 2015 in Review

United Capital Financial Advisors sold out of EXELIS INC COM STK (XLS) in Q2 2015, closing a stake of 13,944 shares — an estimated $342K sold.

United Capital Financial Advisors first reported a position in XLS in Q4 2014 and held it in 2 quarters. The position peaked at $342K in Q1 2015. 2 funds tracked by Wall St. Rank hold XLS as of Q2 2015.

  • United Capital Financial Advisors reported no remaining EXELIS INC COM STK position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,944 EXELIS INC COM STK shares in Q2 2015, an estimated $342K.
  • United Capital Financial Advisors first reported a position in EXELIS INC COM STK in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's EXELIS INC COM STK position peaked at $342K in Q1 2015.
  • 2 funds tracked by Wall St. Rank held EXELIS INC COM STK as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.