Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-203,599 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
N/A
-8,052 Reduced 3.8%
203,599 $5.06 Million
Q2 2019

Aug 13, 2019

BUY
N/A
14,340 Added 7.27%
211,651 $5.26 Million
Q1 2019

May 14, 2019

SELL
N/A
-11,631 Reduced 5.57%
197,311 $4.91 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-108,700 Reduced 34.22%
208,942 $5.18 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-213,216 Reduced 40.16%
317,642 $7.88 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-10,461 Reduced 1.93%
530,858 $13.2 Million
Q1 2018

May 15, 2018

BUY
N/A
9,215 Added 1.73%
541,319 $13.4 Million
Q4 2017

Feb 13, 2018

BUY
N/A
8,165 Added 1.56%
532,104 $13.2 Million
Q3 2017

Nov 14, 2017

BUY
N/A
15,877 Added 3.13%
523,939 $13.1 Million
Q2 2017

Aug 14, 2017

BUY
N/A
508,062
508,062 $12.7 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.