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
Symantec Corp
Q4 2019 Filed on Feb 14, 2020
21,195
N/A
UGI
Ugi Corp

Utilities
Q4 2019 Filed on Feb 14, 2020
4,647
$41.44 - $49.3 $193K - $229K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
6,000
$29.7 - $37.95 $178K - $228K
ATRC
Atri Cure, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
19,967
$24.06 - $32.51 $480K - $649K
Hcp Inc
Q4 2019 Filed on Feb 14, 2020
80,938
N/A
I Shares I Bonds Dec 2019 Term Corp ETF
Q4 2019 Filed on Feb 14, 2020
203,599
N/A
Core Site Realty Corp
Q4 2019 Filed on Feb 14, 2020
5,116
N/A
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 14, 2020
6,841
$57.04 - $61.25 $390K - $419K
Invesco Bullet Shares 2019 Corp Bd ETF
Q4 2019 Filed on Feb 14, 2020
184,425
N/A
Invesco Bullet Shares 2019 Hy Corp Bd ETF
Q4 2019 Filed on Feb 14, 2020
1,115,282
N/A
SAFM
Sanderson Farms Inc

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
6,908
$132.99 - $176.22 $919K - $1.22M
CONN
Conns Inc

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
45,099
$12.31 - $26.33 $555K - $1.19M
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q4 2019 Filed on Feb 14, 2020
11,400
$11.71 - $12.69 $133K - $145K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q4 2019 Filed on Feb 14, 2020
40
$30.63 - $35.13 $1.23K - $1.41K
Gannett CO Inc
Q4 2019 Filed on Feb 14, 2020
20,233
N/A
Iac/Inter Active Corp
Q4 2019 Filed on Feb 14, 2020
15,716
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2019 Filed on Feb 14, 2020
35,851
$12.99 - $15.11 $466K - $542K
Well Care Health Plans Inc
Q4 2019 Filed on Feb 14, 2020
17
N/A
HQY
Healthequity, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
14,664
$51.99 - $76.5 $762K - $1.12M
Trans Enterix Inc
Q4 2019 Filed on Feb 14, 2020
13,000
N/A
WNEB
Western New England Bancorp, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
15,334
$9.31 - $9.94 $143K - $152K
Whiting Petroleum Corp
Q4 2019 Filed on Feb 14, 2020
10,312
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
40
$191.89 - $229.58 $7.68K - $9.18K
DSKE
Daseke, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
20,000
$2.31 - $3.56 $46.2K - $71.2K
OTLK
Outlook Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
39,625
$0.53 - $1.59 $21K - $63K
Td Ameritrade Holding Corp
Q4 2019 Filed on Feb 14, 2020
4,914
N/A
Carbon Black Inc
Q4 2019 Filed on Feb 14, 2020
207,500
N/A
AORT
Artivion, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
31,824
$22.45 - $27.09 $714K - $862K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
3,798
$60.69 - $69.91 $231K - $266K
Lazard World Dividend & Income
Q4 2019 Filed on Feb 14, 2020
35,709
N/A
UHAL
Amerco

Industrials
Q4 2019 Filed on Feb 14, 2020
21
$352.84 - $424.5 $7.41K - $8.91K
Bank Of America 7.25 Non Cumulatve Perp C V T Pfd Series L
Q4 2019 Filed on Feb 14, 2020
15
N/A
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
17,775
$12.18 - $12.68 $216K - $225K
Clear Bridge Energy Midstream Opportunity
Q4 2019 Filed on Feb 14, 2020
13,070
N/A
CRON
Cronos Group Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
11,444
$6.14 - $9.3 $70.3K - $106K
DIOD
Diodes Inc

Technology
Q4 2019 Filed on Feb 14, 2020
26,848
$39.09 - $56.37 $1.05M - $1.51M
GHC
Graham Holdings CO

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
23
$619.77 - $665.33 $14.3K - $15.3K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q4 2019 Filed on Feb 14, 2020
17,725
$12.58 - $12.97 $223K - $230K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q4 2019 Filed on Feb 14, 2020
290
$39.47 - $44.02 $11.4K - $12.8K
TREE
Lending Tree, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
3
$283.87 - $386.23 $852 - $1.16K
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q4 2019 Filed on Feb 14, 2020
210
$185.56 - $212.01 $39K - $44.5K
Match Group Inc
Q4 2019 Filed on Feb 14, 2020
55,371
N/A
NEU
Newmarket Corp

Basic Materials
Q4 2019 Filed on Feb 14, 2020
6
$456.96 - $504.06 $2.74K - $3.02K
Ubs Ag Fi Enhanced Large Cap Growth Etn
Q4 2019 Filed on Feb 14, 2020
43
N/A
Versum Materials Inc
Q4 2019 Filed on Feb 14, 2020
12,290
N/A
WWD
Woodward, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
1,898
$103.99 - $124.48 $197K - $236K
Spdr S&P 500 ETF
Q4 2019 Filed on Feb 14, 2020
7
N/A
Altria Group Inc
Q4 2019 Filed on Feb 14, 2020
200
N/A
At&T Inc
Q4 2019 Filed on Feb 14, 2020
94
N/A
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