United Capital Financial Advisers, LLC Fiduciary/Claymore Energy Infrastructure Fund of Benef Interest Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	N/A	-61,661 Closed	0 $0
Q1 2020 May 15, 2020	SELL	N/A	-9,093 Reduced 12.85%	61,661 $78,000
Q4 2019 Feb 14, 2020	SELL	N/A	-16,370 Reduced 18.79%	70,754 $559,000
Q3 2019 Nov 14, 2019	SELL	N/A	-2,250 Reduced 2.52%	87,124 $772,000
Q2 2019 Aug 13, 2019	SELL	N/A	-5,159 Reduced 5.46%	89,374 $864,000
Q1 2019 May 14, 2019	BUY	N/A	265 Added 0.28%	94,533 $998,000
Q4 2018 Feb 14, 2019	SELL	N/A	-15,995 Reduced 14.51%	94,268 $838,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,315 Reduced 1.18%	110,263 $1.35 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,582 Reduced 1.4%	111,578 $1.3 Million
Q1 2018 May 15, 2018	BUY	N/A	985 Added 0.88%	113,160 $1.2 Million
Q4 2017 Feb 13, 2018	BUY	N/A	10,500 Added 10.33%	112,175 $1.48 Million
Q2 2017 Aug 14, 2017	BUY	N/A	101,675	101,675 $1.43 Million

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