United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Momo Inc
Q1 2020 Filed on May 15, 2020
69,105
N/A
UIHC
United Insurance Holdings Corp.

Financial Services
Q1 2020 Filed on May 15, 2020
303,012
$7.67 - $12.35 $2.32M - $3.74M
GSHD
Goosehead Insurance, Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
22,148
$39.51 - $62.4 $875K - $1.38M
Sk Telecom CO LTD
Q1 2020 Filed on May 15, 2020
100,014
N/A
FELE
Franklin Electric CO Inc

Industrials
Q1 2020 Filed on May 15, 2020
5,559
$41.43 - $60.94 $230K - $339K
Royal Bank Of Scotland Group PLC
Q1 2020 Filed on May 15, 2020
14,589
N/A
STOR
Store Capital Corp

Real Estate
Q1 2020 Filed on May 15, 2020
6,676
$15.26 - $40.05 $102K - $267K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2020 Filed on May 15, 2020
4,666
$36.36 - $62.45 $170K - $291K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2020 Filed on May 15, 2020
7,479
$12.98 - $30.25 $97.1K - $226K
I Shares I Bonds Mar 2020 Term Corp ETF
Q1 2020 Filed on May 15, 2020
8,088
N/A
Jp Morgan Diversified Return Glbl Eq ETF
Q1 2020 Filed on May 15, 2020
81,773
N/A
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on May 15, 2020
14,051
$34.25 - $62.51 $481K - $878K
SNN
Smith & Nephew PLC

Healthcare
Q1 2020 Filed on May 15, 2020
5,210
$27.78 - $51.64 $145K - $269K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q1 2020 Filed on May 15, 2020
4,605
$52.69 - $88.05 $243K - $405K
UGP
Ultrapar Holdings Inc

Energy
Q1 2020 Filed on May 15, 2020
41,514
$2.03 - $6.62 $84.3K - $275K
BLKB
Blackbaud Inc

Technology
Q1 2020 Filed on May 15, 2020
10,006
$40.29 - $82.17 $403K - $822K
KN
Knowles Corp

Technology
Q1 2020 Filed on May 15, 2020
48,310
$11.52 - $22.05 $557K - $1.07M
Mgm Growth Pptys LLC Cl A Com
Q1 2020 Filed on May 15, 2020
22,710
N/A
Innovator Lunt Low Vol/High Beta Tact
Q1 2020 Filed on May 15, 2020
5,623
N/A
YLD
Principal Exchange Traded Fds

ETFs
Q1 2020 Filed on May 15, 2020
11,815
$14.66 - $20.62 $173K - $244K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
4,688
$28.25 - $67.24 $132K - $315K
Aspen Technology Inc
Q1 2020 Filed on May 15, 2020
28,728
N/A
EQC
Equity Commonwealth

Real Estate
Q1 2020 Filed on May 15, 2020
143,143
$28.34 - $33.29 $4.06M - $4.77M
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2020 Filed on May 15, 2020
5,786
$26.24 - $38.29 $152K - $222K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2020 Filed on May 15, 2020
6,789
$29.08 - $46.21 $197K - $314K
IQDF
Flexshares International Quali

ETFs
Q1 2020 Filed on May 15, 2020
15,676
$15.46 - $24.81 $242K - $389K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on May 15, 2020
7,016
$22.24 - $36.32 $156K - $255K
KEX
Kirby Corp

Industrials
Q1 2020 Filed on May 15, 2020
11,775
$34.2 - $91.43 $403K - $1.08M
MTG
Mgic Investment Corp

Financial Services
Q1 2020 Filed on May 15, 2020
404,277
$5.31 - $14.52 $2.15M - $5.87M
Seaspan Corp
Q1 2020 Filed on May 15, 2020
10,000
N/A
SLM
Slm Corp

Financial Services
Q1 2020 Filed on May 15, 2020
418,061
$6.45 - $12.28 $2.7M - $5.13M
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
14,270
$0.46 - $2.08 $6.56K - $29.7K
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
210,894
N/A
Cbs Corp Class B
Q4 2019 Filed on Feb 14, 2020
258,674
N/A
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
115,643
N/A
DBGR
Xtrackers Msci Germany Hedged

ETFs
Q4 2019 Filed on Feb 14, 2020
11,020
$25.8 - $29.05 $284K - $320K
Yield Shares High Income ETF
Q4 2019 Filed on Feb 14, 2020
31,445
N/A
LII
Lennox International Inc

Industrials
Q4 2019 Filed on Feb 14, 2020
30,332
$230.6 - $262.83 $6.99M - $7.97M
USA
Liberty All Star Equity Fund

Financial Services
Q4 2019 Filed on Feb 14, 2020
10,614
$6.23 - $6.77 $66.1K - $71.9K
LGFA
Lions Gate Entmt Corp Cl A Vtg
Q4 2019 Filed on Feb 14, 2020
71,624
N/A
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
80,471
$72.88 - $92.04 $5.86M - $7.41M
Sun Trust Banks Inc
Q4 2019 Filed on Feb 14, 2020
7,397
N/A
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