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
City Holding CO
Q4 2019 Filed on Feb 14, 2020
61
N/A
Csx Corp
Q4 2019 Filed on Feb 14, 2020
40
N/A
Fiserv Inc
Q4 2019 Filed on Feb 14, 2020
45
N/A
Next Era Energy Inc
Q4 2019 Filed on Feb 14, 2020
34
N/A
Raytheon CO
Q4 2019 Filed on Feb 14, 2020
15
N/A
Schlumberger LTD
Q4 2019 Filed on Feb 14, 2020
60
N/A
Verizon Communications Inc
Q4 2019 Filed on Feb 14, 2020
43
N/A
Invesco Qqq Trust
Q4 2019 Filed on Feb 14, 2020
80
N/A
AUOTY
Au Optronics Corp

Technology
Q3 2019 Filed on Nov 14, 2019
12,825
$2.2 - $2.97 $28.2K - $38.1K
Altaba Inc
Q3 2019 Filed on Nov 14, 2019
4,202
N/A
Anadarko Petroleum Corp
Q3 2019 Filed on Nov 14, 2019
29,909
N/A
ANDE
Andersons, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
7,403
$22.03 - $28.19 $163K - $209K
Apollo Global Management LLC
Q3 2019 Filed on Nov 14, 2019
19,761
N/A
ALV
Autoliv Inc

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
3,125
$63.3 - $79.68 $198K - $249K
B
Barnes Group Inc

Industrials
Q3 2019 Filed on Nov 14, 2019
5,688
$42.78 - $56.66 $243K - $322K
CLH
Clean Harbors Inc

Industrials
Q3 2019 Filed on Nov 14, 2019
3,579
$68.44 - $78.07 $245K - $279K
Denbury Resources Inc
Q3 2019 Filed on Nov 14, 2019
10,000
N/A
Harris Corp
Q3 2019 Filed on Nov 14, 2019
33,829
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
9,093
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q3 2019 Filed on Nov 14, 2019
151,297
$27.86 - $28.3 $4.22M - $4.28M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q3 2019 Filed on Nov 14, 2019
173,901
$41.84 - $42.94 $7.28M - $7.47M
IEV
Ishares Tr Europe ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
6,110
$40.88 - $44.66 $250K - $273K
JBLU
Jetblue Airways Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
31,063
$16.39 - $19.69 $509K - $612K
L3 Technologies Inc
Q3 2019 Filed on Nov 14, 2019
2,009
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
11,416
$19.03 - $25.0 $217K - $285K
PPT
Putnam Premier Income Trust

Financial Services
Q3 2019 Filed on Nov 14, 2019
10,050
$5.17 - $5.32 $52K - $53.5K
Red Hat Inc
Q3 2019 Filed on Nov 14, 2019
13,068
N/A
Total System Services Inc
Q3 2019 Filed on Nov 14, 2019
5,965
N/A
WGO
Winnebago Industries Inc

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
13,528
$30.79 - $40.3 $417K - $545K
Xerox Corp
Q3 2019 Filed on Nov 14, 2019
29,847
N/A
YPF
Ypf Sociedad Anonima

Energy
Q3 2019 Filed on Nov 14, 2019
24,594
$8.13 - $18.5 $200K - $455K
ABCB
Ameris Bancorp

Financial Services
Q3 2019 Filed on Nov 14, 2019
11,056
$33.96 - $40.26 $375K - $445K
AN
Autonation, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
5,500
$41.29 - $52.02 $227K - $286K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q3 2019 Filed on Nov 14, 2019
20,544
$10.2 - $11.83 $210K - $243K
Callon Petroleum CO
Q3 2019 Filed on Nov 14, 2019
54,867
N/A
Eqm Midstream Partners LP
Q3 2019 Filed on Nov 14, 2019
6,946
N/A
First Data Corp
Q3 2019 Filed on Nov 14, 2019
87,904
N/A
Fly Leasing LTD
Q3 2019 Filed on Nov 14, 2019
86,041
N/A
Hospitality Properties Trust
Q3 2019 Filed on Nov 14, 2019
20,000
N/A
I Shares I Bonds Sep 2019 Term Muni Bd ETF
Q3 2019 Filed on Nov 14, 2019
219,695
N/A
Legacy Tex Finl Group Inc
Q3 2019 Filed on Nov 14, 2019
19,800
N/A
NTNX
Nutanix, Inc.

Technology
Q3 2019 Filed on Nov 14, 2019
27,382
$18.2 - $27.36 $498K - $749K
Pluristem Therapeutics Inc
Q3 2019 Filed on Nov 14, 2019
85,733
N/A
Senior Housing Properties Trust
Q3 2019 Filed on Nov 14, 2019
10,261
N/A
Viacom Inc
Q3 2019 Filed on Nov 14, 2019
11,513
N/A
Weatherford International PLC
Q3 2019 Filed on Nov 14, 2019
11,537
N/A
Andeavor Logistics LP Com Unit LP Int
Q3 2019 Filed on Nov 14, 2019
9,856
N/A
KMT
Kennametal Inc

Industrials
Q3 2019 Filed on Nov 14, 2019
16,220
$27.75 - $36.23 $450K - $588K
Owens Illinois Inc
Q3 2019 Filed on Nov 14, 2019
25,492
N/A
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