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
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
Jp Morgan Chase & CO
Q3 2019 Filed on Nov 14, 2019
14,100
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
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
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
National Commerce Corp
Q2 2019 Filed on Aug 13, 2019
6,923
N/A
Novavax Inc
Q2 2019 Filed on Aug 13, 2019
23,043
N/A
Union Bankshares Corp
Q2 2019 Filed on Aug 13, 2019
22,234
N/A
WT
Wisdomtree, Inc.
Q2 2019 Filed on Aug 13, 2019
13,056
N/A
Advaxis Inc
Q1 2019 Filed on May 14, 2019
37,544
N/A
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2019 Filed on May 14, 2019
10,126
$19.12 - $22.16 $194K - $224K
MCY
Mercury General Corp

Financial Services
Q1 2019 Filed on May 14, 2019
4,777
$49.67 - $54.39 $237K - $260K
Newfield Exploration CO
Q1 2019 Filed on May 14, 2019
11,432
N/A
TRN
Trinity Industries Inc

Industrials
Q1 2019 Filed on May 14, 2019
99,195
$20.25 - $25.99 $2.01M - $2.58M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
5,630
$50.65 - $60.39 $285K - $340K
X
United States Steel Corp

Basic Materials
Q1 2019 Filed on May 14, 2019
26,652
$18.48 - $24.12 $493K - $643K
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