Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020

SELL
N/A
-319,376 Closed
0 $0
Q1 2020

May 15, 2020

SELL
N/A
-5,922 Reduced 1.82%
319,376 $27.7 Million
Q4 2019

Feb 14, 2020

BUY
N/A
28,634 Added 9.65%
325,298 $48.7 Million
Q3 2019

Nov 14, 2019

SELL
N/A
-19,650 Reduced 6.21%
296,664 $40.5 Million
Q2 2019

Aug 13, 2019

BUY
N/A
9,466 Added 3.08%
316,314 $41.2 Million
Q1 2019

May 14, 2019

BUY
N/A
16,651 Added 5.74%
306,848 $39.6 Million
Q4 2018

Feb 14, 2019

BUY
N/A
1,185 Added 0.41%
290,197 $30.9 Million
Q3 2018

Nov 14, 2018

BUY
N/A
4,004 Added 1.4%
289,012 $40.4 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-693 Reduced 0.24%
285,008 $35.6 Million
Q1 2018

May 15, 2018

BUY
N/A
19,983 Added 7.52%
285,701 $35.9 Million
Q4 2017

Feb 13, 2018

BUY
N/A
2,080 Added 0.79%
265,718 $34 Million
Q3 2017

Nov 14, 2017

BUY
N/A
19,809 Added 8.12%
263,638 $30.6 Million
Q2 2017

Aug 14, 2017

BUY
N/A
243,829
243,829 $29.8 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.