Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 14, 2019

SELL
N/A
-187,991 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
N/A
-24,696 Reduced 11.61%
187,991 $11.5 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-2,034 Reduced 0.95%
212,687 $13.7 Million
Q2 2018

Aug 14, 2018

BUY
N/A
4,965 Added 2.37%
214,721 $13.6 Million
Q1 2018

May 15, 2018

BUY
N/A
9,907 Added 4.96%
209,756 $12.1 Million
Q4 2017

Feb 13, 2018

BUY
N/A
17,159 Added 9.39%
199,849 $10.9 Million
Q3 2017

Nov 14, 2017

BUY
N/A
16,139 Added 9.69%
182,690 $9.48 Million
Q2 2017

Aug 14, 2017

BUY
N/A
166,551
166,551 $11 Million
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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