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United Capital Financial Advisors’s Yelp YELP Stock Holding History

United Capital Financial Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,447
Closed -$375K – 1313
2017
Q1 		$375K Buy
11,447
+1,292
+13% +$47.9K ﹤0.01% 978
2016
Q4 		$387K Sell
10,155
-5,550
-35% -$205K ﹤0.01% 988
2016
Q3 		$655K Buy
+15,705
New +$551K 0.01% 890

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

United Capital Financial Advisors's YELP Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Yelp (YELP) in Q2 2017, closing a stake of 11,447 shares — an estimated $375K sold.

United Capital Financial Advisors first reported a position in YELP in Q3 2016 and held it in 3 quarters. The position peaked at $655K in Q3 2016. 210 funds tracked by Wall St. Rank hold YELP as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Yelp position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,447 Yelp shares in Q2 2017, an estimated $375K.
  • United Capital Financial Advisors first reported a position in Yelp in Q3 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's Yelp position peaked at $655K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Yelp as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.