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
Phillips 66 Partners LP
Q3 2019 Filed on Nov 14, 2019
6,365
N/A
PHI
Pldt Inc.

Communication Services
Q3 2019 Filed on Nov 14, 2019
9,307
$20.72 - $25.28 $193K - $235K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q3 2019 Filed on Nov 14, 2019
13,031
$28.78 - $31.42 $375K - $409K
ST
Sensata Technologies Holding PLC

Technology
Q3 2019 Filed on Nov 14, 2019
4,282
$43.41 - $52.14 $186K - $223K
SHLX
Shell Midstream Partners, L.P.

Energy
Q3 2019 Filed on Nov 14, 2019
13,948
$19.03 - $21.72 $265K - $303K
Sprott Gold Miners ETF
Q3 2019 Filed on Nov 14, 2019
34,717
N/A
Tallgrass Energy LP
Q3 2019 Filed on Nov 14, 2019
9,918
N/A
Tetraphase Pharmaceuticals Inc
Q3 2019 Filed on Nov 14, 2019
15,400
N/A
VRNT
Verint Systems Inc

Technology
Q3 2019 Filed on Nov 14, 2019
13,384
$21.79 - $29.88 $292K - $400K
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
Q3 2019 Filed on Nov 14, 2019
13,168
$26.48 - $27.08 $349K - $357K
Wbi Bull Bear Rising Income 1000 ETF
Q3 2019 Filed on Nov 14, 2019
10,250
N/A
WES
Western Midstream Partners, LP

Energy
Q3 2019 Filed on Nov 14, 2019
14,654
$22.12 - $31.95 $324K - $468K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q3 2019 Filed on Nov 14, 2019
18,906
$18.24 - $22.17 $345K - $419K
Alphabet Inc A
Q3 2019 Filed on Nov 14, 2019
200
N/A
Alphabet Inc C
Q3 2019 Filed on Nov 14, 2019
300
N/A
Coca Cola CO
Q3 2019 Filed on Nov 14, 2019
57,000
N/A
Mdu Resources Group Inc
Q3 2019 Filed on Nov 14, 2019
130,000
N/A
Mondelez International Inc Class A
Q3 2019 Filed on Nov 14, 2019
9,400
N/A
Philip Morris International Inc
Q3 2019 Filed on Nov 14, 2019
4,500
N/A
Sba Communications Corp
Q3 2019 Filed on Nov 14, 2019
3,000
N/A
Spdr S&P Mid Cap 400 ETF
Q3 2019 Filed on Nov 14, 2019
1,100
N/A
Wal Mart Stores Inc
Q3 2019 Filed on Nov 14, 2019
4,200
N/A
Walt Disney CO
Q3 2019 Filed on Nov 14, 2019
1,200
N/A
Apache Corp
Q2 2019 Filed on Aug 13, 2019
217,362
N/A
Buckeye Partners LP
Q2 2019 Filed on Aug 13, 2019
86,102
N/A
FLR
Fluor Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
15,032
$27.72 - $41.56 $417K - $625K
Poly Met Mining Corp
Q2 2019 Filed on Aug 13, 2019
18,765
N/A
GIM
Templeton Global Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
19,310
$6.2 - $6.4 $120K - $124K
AERI
Aerie Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
4,921
$28.97 - $48.21 $143K - $237K
Ellie Mae Inc
Q2 2019 Filed on Aug 13, 2019
2,399
N/A
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
12,026
$25.11 - $33.57 $302K - $404K
Spdr Blmbg Barclays High Yield Bd ETF
Q2 2019 Filed on Aug 13, 2019
420,978
N/A
The Ultimate Software Group Inc
Q2 2019 Filed on Aug 13, 2019
2,254
N/A
Dow Du Pont Inc
Q2 2019 Filed on Aug 13, 2019
384,202
N/A
GRC
Gorman Rupp CO

Industrials
Q2 2019 Filed on Aug 13, 2019
6,000
$29.67 - $36.13 $178K - $217K
Hd Supply Holdings Inc
Q2 2019 Filed on Aug 13, 2019
104,773
N/A
Micro Focus International PLC
Q2 2019 Filed on Aug 13, 2019
10,850
N/A
Wbi Bull Bear Global High Income ETF
Q2 2019 Filed on Aug 13, 2019
68,519
N/A
VGR
Vector Group LTD

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
11,150
$8.52 - $10.35 $95K - $115K
Arcturus Therapeutics LTD
Q2 2019 Filed on Aug 13, 2019
27,300
N/A
ABMD
Abiomed Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
757
$250.96 - $284.94 $190K - $216K
FFBC
First Financial Bancorp

Financial Services
Q2 2019 Filed on Aug 13, 2019
8,332
$22.16 - $25.8 $185K - $215K
FTK
Flotek Industries Inc

Energy
Q2 2019 Filed on Aug 13, 2019
12,041
$3.03 - $3.86 $36.5K - $46.5K
SHIIY
Sinopec Shanghai Ads (1 Oo Clh)
Q2 2019 Filed on Aug 13, 2019
46,791
N/A
ATI
Allegheny Technologies Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
28,397
$21.41 - $27.45 $608K - $779K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
20,514
$37.31 - $44.94 $765K - $922K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q2 2019 Filed on Aug 13, 2019
14,353
$27.16 - $29.67 $390K - $426K
FOXA
Fox Corp

Communication Services
Q2 2019 Filed on Aug 13, 2019
6,742
$34.01 - $39.4 $229K - $266K
National Commerce Corp
Q2 2019 Filed on Aug 13, 2019
6,923
N/A
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