United Capital Financial Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

United Capital Financial Advisors’s Portfolio XSD Stock Details XSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-116,598	Closed	-$5.02M	–	1327
2015 Q2	$5.02M	Buy	116,598 +91,852	+371%	+$4.08M	0.06%	336
2015 Q1	$1.05M	Buy	+24,746	New	+$1.04M	0.01%	711

Other funds holding XSD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

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

United Capital Financial Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2015, closing a stake of 116,598 shares — an estimated $5.02M sold.

United Capital Financial Advisors first reported a position in XSD in Q1 2015 and held it in 2 quarters. The position peaked at $5.02M in Q2 2015. 41 funds tracked by Wall St. Rank hold XSD as of Q3 2015.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 116,598 State Street SPDR S&P Semiconductor ETF shares in Q3 2015, an estimated $5.02M.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2015 and held it in 2 quarters.
United Capital Financial Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $5.02M in Q2 2015.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2015.

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