United Capital Financial Advisers, LLC Spdr Bloomberg International T Transaction History

United Capital Financial Advisers, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 17, 2021	SELL	$29.69 - $31.3 $591,335 - $623,402	-19,917 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$28.82 - $30.17 $574,007 - $600,895	19,917 New	19,917 $591,000
Q1 2020 May 15, 2020	SELL	$25.85 - $29.84 $237,044 - $273,632	-9,170 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$28.31 - $28.95 $259,602 - $265,471	9,170 New	9,170 $264,000
Q3 2019 Nov 14, 2019	SELL	$28.57 - $28.99 $208,246 - $211,308	-7,289 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-1,712 Reduced 19.02%	7,289 $211,000
Q1 2019 May 14, 2019	SELL	N/A	-7,924 Reduced 46.82%	9,001 $251,000
Q4 2018 Feb 14, 2019	SELL	N/A	-3,197 Reduced 15.89%	16,925 $467,000
Q3 2018 Nov 14, 2018	SELL	N/A	-40,800 Reduced 66.97%	20,122 $551,000
Q2 2018 Aug 14, 2018	SELL	N/A	-79,410 Reduced 56.59%	60,922 $1.69 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,005,338 Reduced 87.75%	140,332 $4.14 Million
Q4 2017 Feb 13, 2018	BUY	N/A	53,012 Added 4.85%	1,145,670 $32.6 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-395,624 Reduced 26.58%	1,092,658 $30.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,488,282	1,488,282 $41.1 Million

136

30.2M

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.