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
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2019 Filed on May 14, 2019
91,879
$55.2 - $61.69 $5.07M - $5.67M
KOS
Kosmos Energy Ltd.

Energy
Q1 2019 Filed on May 14, 2019
435,765
$4.12 - $6.78 $1.8M - $2.95M
IBND
Spdr Bloomberg International C

ETFs
Q1 2019 Filed on May 14, 2019
10,282
$32.64 - $33.7 $336K - $347K
Capital Product Partners L P Com Stk Npv
Q1 2019 Filed on May 14, 2019
10,000
N/A
BHB
Bar Harbor Bankshares

Financial Services
Q4 2018 Filed on Feb 14, 2019
9,721
$21.87 - $28.2 $213K - $274K
Cigna Corp
Q4 2018 Filed on Feb 14, 2019
5,846
N/A
Co Biz Financial Inc
Q4 2018 Filed on Feb 14, 2019
14,851
N/A
CRTO
Criteo S.A.

Communication Services
Q4 2018 Filed on Feb 14, 2019
21,904
$19.99 - $24.62 $438K - $539K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
76,409
$12.36 - $14.57 $944K - $1.11M
Goldcorp Inc
Q4 2018 Filed on Feb 14, 2019
10,383
N/A
Gramercy Property Trust
Q4 2018 Filed on Feb 14, 2019
8,199
N/A
HEES
H&E Equipment Services, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
8,608
$18.4 - $39.16 $158K - $337K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,250
$197.74 - $222.2 $247K - $278K
THD
Ishares Inc Msci Thailand ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
7,328
$81.75 - $94.62 $599K - $693K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
10,477
$26.26 - $29.61 $275K - $310K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
10,897
$24.44 - $29.9 $266K - $326K
Noble Energy Inc
Q4 2018 Filed on Feb 14, 2019
8,769
N/A
RYN
Rayonier Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
5,986
$26.65 - $33.01 $160K - $198K
Rockwell Collins Inc
Q4 2018 Filed on Feb 14, 2019
5,126
N/A
RJI
Swedish Export Credit Corp

ETFs
Q4 2018 Filed on Feb 14, 2019
21,534
$4.87 - $5.76 $105K - $124K
TEN
Tenneco Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
11,647
$26.29 - $42.51 $306K - $495K
Thomson Reuters Corp Com
Q4 2018 Filed on Feb 14, 2019
314,158
N/A
AXDX
Accelerate Diagnostics, Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
12,226
$10.42 - $21.94 $127K - $268K
Aetna Inc
Q4 2018 Filed on Feb 14, 2019
33,600
N/A
Apartment Investment & Management CO
Q4 2018 Filed on Feb 14, 2019
16,197
N/A
Apollo Investment Corp
Q4 2018 Filed on Feb 14, 2019
39,448
N/A
Arconic Inc
Q4 2018 Filed on Feb 14, 2019
12,471
N/A
Barclays Bank PLC
Q4 2018 Filed on Feb 14, 2019
11,978
N/A
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
14,123
$12.32 - $12.93 $174K - $183K
Ca Inc
Q4 2018 Filed on Feb 14, 2019
5,255
N/A
OFC
Corporate Office Properties Trust

Real Estate
Q4 2018 Filed on Feb 14, 2019
23,834
$20.34 - $29.63 $485K - $706K
Dell Technologies Inc V
Q4 2018 Filed on Feb 14, 2019
2,384
N/A
VUSE
ETF Ser Solutions

ETFs
Q4 2018 Filed on Feb 14, 2019
5,806
$26.41 - $34.24 $153K - $199K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
4,562
$43.11 - $61.57 $197K - $281K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q4 2018 Filed on Feb 14, 2019
39,205
$31.5 - $41.59 $1.23M - $1.63M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
15,169
$21.01 - $28.52 $319K - $433K
I Shares I Bonds Sep 2018 Term Muni Bd ETF
Q4 2018 Filed on Feb 14, 2019
12,283
N/A
EWI
Ishares Inc Msci Italy ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
11,528
$23.28 - $27.54 $268K - $317K
I Shares I Bonds Dec 2018 Term Corporate
Q4 2018 Filed on Feb 14, 2019
291,293
N/A
Liberty Tax Inc
Q4 2018 Filed on Feb 14, 2019
15,970
N/A
Pinnacle Entertainment Inc Com
Q4 2018 Filed on Feb 14, 2019
11,849
N/A
Spirit Realty Capital Inc
Q4 2018 Filed on Feb 14, 2019
13,156
N/A
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,568
$48.49 - $82.99 $125K - $213K
Tier Reit Inc
Q4 2018 Filed on Feb 14, 2019
10,349
N/A
Van Eck Vectors High Yield Municipal ETF
Q4 2018 Filed on Feb 14, 2019
17,924
N/A
Van Eck Vectors Jp Morgan Em Lc Bd ETF
Q4 2018 Filed on Feb 14, 2019
521,883
N/A
LAZ
Lazard LTD

Financial Services
Q4 2018 Filed on Feb 14, 2019
5,200
$33.98 - $48.16 $177K - $250K
CFMS
Conformis Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
11,726
$0.36 - $1.0 $4.22K - $11.7K
Andeavor
Q4 2018 Filed on Feb 14, 2019
23,185
N/A
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