United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
23,988
$16.93 - $42.96 $406K - $1.03M
Becton, Dickinson And CO
Q2 2020 Filed on Aug 13, 2020
808
N/A
Idexx Laboratories Inc
Q2 2020 Filed on Aug 13, 2020
76
N/A
United Health Group Inc
Q2 2020 Filed on Aug 13, 2020
27
N/A
AEIS
Advanced Energy Industries Inc

Industrials
Q1 2020 Filed on May 15, 2020
3,300
$35.55 - $77.94 $117K - $257K
CAE
Cae Inc

Industrials
Q1 2020 Filed on May 15, 2020
458,979
$9.94 - $31.19 $4.56M - $14.3M
CS
Credit Suisse Group Ag

Financial Services
Q1 2020 Filed on May 15, 2020
15,115
$6.67 - $14.02 $101K - $212K
Cypress Semiconductor Corp
Q1 2020 Filed on May 15, 2020
9,041
N/A
Etrade Financial Corp
Q1 2020 Filed on May 15, 2020
19,629
N/A
FDL
First Tr Morningstar Dividend

ETFs
Q1 2020 Filed on May 15, 2020
7,204
$19.15 - $32.68 $138K - $235K
Holly Frontier Corp
Q1 2020 Filed on May 15, 2020
71,660
N/A
EWA
Ishares Msci Australia ETF

ETFs
Q1 2020 Filed on May 15, 2020
9,440
$12.82 - $23.54 $121K - $222K
Nuveen Tx Quality Muni Inc
Q1 2020 Filed on May 15, 2020
40,006
N/A
TRMK
Trustmark Corp

Financial Services
Q1 2020 Filed on May 15, 2020
8,407
$21.62 - $34.61 $182K - $291K
WU
Western Union CO

Financial Services
Q1 2020 Filed on May 15, 2020
46,583
$18.13 - $28.3 $845K - $1.32M
Aqua America Inc
Q1 2020 Filed on May 15, 2020
15,181
N/A
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on May 15, 2020
30,961
$23.18 - $45.94 $718K - $1.42M
FXG
First Tr Exchange Traded First

ETFs
Q1 2020 Filed on May 15, 2020
4,465
$36.31 - $49.94 $162K - $223K
GQRE
Flexshares Tr Global Quality R

ETFs
Q1 2020 Filed on May 15, 2020
4,033
$39.36 - $67.82 $159K - $274K
Gnc Holdings Inc
Q1 2020 Filed on May 15, 2020
53,138
N/A
GII
Spdr S&P Global Infrasture ETF

ETFs
Q1 2020 Filed on May 15, 2020
5,449
$32.71 - $57.23 $178K - $312K
SABR
Sabre Corp

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
203,261
$3.31 - $23.12 $673K - $4.7M
Voya Natural Resources Equity Income
Q1 2020 Filed on May 15, 2020
91,326
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on May 15, 2020
4,758
$35.16 - $65.92 $167K - $314K
Ingersoll Rand PLC
Q1 2020 Filed on May 15, 2020
8,221
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2020 Filed on May 15, 2020
1,769
$87.74 - $152.74 $155K - $270K
Inter Xion Holding Nv
Q1 2020 Filed on May 15, 2020
35,517
N/A
Cimarex Energy CO
Q1 2020 Filed on May 15, 2020
10,810
N/A
Encana Corp
Q1 2020 Filed on May 15, 2020
20,515
N/A
Fiat Chrysler Automobiles Nv
Q1 2020 Filed on May 15, 2020
10,740
N/A
FRME
First Merchants Corp

Financial Services
Q1 2020 Filed on May 15, 2020
6,098
$23.28 - $41.96 $142K - $256K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2020 Filed on May 15, 2020
6,780
$46.68 - $50.35 $316K - $341K
CCS
Century Communities, Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
87,464
$10.35 - $38.81 $905K - $3.39M
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q1 2020 Filed on May 15, 2020
20,619
N/A
RHI
Robert Half International Inc.

Industrials
Q1 2020 Filed on May 15, 2020
4,637
$34.17 - $63.75 $158K - $296K
Sigma Labs Inc
Q1 2020 Filed on May 15, 2020
15,000
N/A
SAVE
Spirit Airlines, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
23,706
$8.39 - $44.58 $199K - $1.06M
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2020 Filed on May 15, 2020
25,483
$6.58 - $34.07 $168K - $868K
Foresight Energy LP
Q1 2020 Filed on May 15, 2020
61,344
N/A
WBK
Westpac Banking Corporation

Financial Services
Q1 2020 Filed on May 15, 2020
27,941
N/A
Noble Corp PLC
Q1 2020 Filed on May 15, 2020
10,755
N/A
AEG
Aegon Nv

Financial Services
Q1 2020 Filed on May 15, 2020
13,760
$1.88 - $4.6 $25.9K - $63.3K
Discovery Inc
Q1 2020 Filed on May 15, 2020
7,801
N/A
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 15, 2020
30,739
$9.41 - $17.59 $289K - $541K
TECK
Teck Resources LTD

Basic Materials
Q1 2020 Filed on May 15, 2020
10,144
$6.12 - $17.54 $62.1K - $178K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2020 Filed on May 15, 2020
1,820
$88.57 - $138.15 $161K - $251K
Liberty Property Trust
Q1 2020 Filed on May 15, 2020
13,680
N/A
MAIN
Main Street Capital Corp

Financial Services
Q1 2020 Filed on May 15, 2020
4,865
$15.74 - $45.0 $76.6K - $219K
Mc Dermott International Inc
Q1 2020 Filed on May 15, 2020
10,957
N/A
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