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
Etfs Physical Swiss Gold
Q4 2018 Filed on Feb 14, 2019
2,007
N/A
Etfs Bloomberg All Commodity Strt K 1 Fr
Q4 2018 Filed on Feb 14, 2019
64,253
N/A
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
157,529
N/A
WERN
Werner Enterprises Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
20,632
$29.11 - $35.71 $601K - $737K
Sparton Corp
Q4 2018 Filed on Feb 14, 2019
20,000
N/A
CGNX
Cognex Corp

Technology
Q4 2018 Filed on Feb 14, 2019
14,589
$34.94 - $56.84 $510K - $829K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
20,115
$10.83 - $11.63 $218K - $234K
HUN
Huntsman Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
9,789
$18.14 - $27.3 $178K - $267K
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
26,418
$40.29 - $63.78 $1.06M - $1.68M
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
57,791
N/A
Invesco Bullet Shares 2018 Corp Bd ETF
Q4 2018 Filed on Feb 14, 2019
90,009
N/A
Invesco Bullet Shares 2018 Hy Corp Bd ETF
Q4 2018 Filed on Feb 14, 2019
1,069,566
N/A
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
8,797
$69.15 - $90.8 $608K - $799K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
18,047
$12.91 - $16.13 $233K - $291K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
5,200
$30.75 - $39.44 $160K - $205K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
10,928
$67.34 - $93.77 $736K - $1.02M
PI
Impinj Inc

Technology
Q4 2018 Filed on Feb 14, 2019
8,101
$13.8 - $25.78 $112K - $209K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q4 2018 Filed on Feb 14, 2019
37,617
$33.68 - $44.61 $1.27M - $1.68M
NKTR
Nektar Therapeutics

Healthcare
Q4 2018 Filed on Feb 14, 2019
69,707
$30.43 - $56.65 $2.12M - $3.95M
SSTK
Shutterstock, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
4,811
$32.52 - $54.55 $156K - $262K
TIIAY
Telecom Italia S.P.A.

Communication Services
Q4 2018 Filed on Feb 14, 2019
12,711
N/A
Kosmos Energy LTD
Q4 2018 Filed on Feb 14, 2019
184,315
N/A
Nabors Industries LTD
Q4 2018 Filed on Feb 14, 2019
10,729
N/A
Bank Of The Ozarks Inc
Q3 2018 Filed on Nov 14, 2018
20,258
N/A
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 14, 2018
49,078
N/A
WIRE
Encore Wire Corp

Industrials
Q3 2018 Filed on Nov 14, 2018
12,221
$46.5 - $52.05 $568K - $636K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
116,403
$46.59 - $53.46 $5.42M - $6.22M
EWY
Ishares Inc Msci South Korea E

ETFs
Q3 2018 Filed on Nov 14, 2018
24,921
$63.3 - $68.52 $1.58M - $1.71M
EWH
Ishares Msci Hong Kong ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
72,403
$22.82 - $24.95 $1.65M - $1.81M
New Senior Investment Group Inc
Q3 2018 Filed on Nov 14, 2018
115,000
N/A
APEI
American Public Education Inc

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
5,428
$31.15 - $45.45 $169K - $247K
I Path S&P Gsci Crude Oil Tr Etn
Q3 2018 Filed on Nov 14, 2018
15,949
N/A
Etfs Physical Palladium
Q3 2018 Filed on Nov 14, 2018
3,773
N/A
Fusion Connect Inc
Q3 2018 Filed on Nov 14, 2018
51,763
N/A
Ggp Inc
Q3 2018 Filed on Nov 14, 2018
20,009
N/A
Goldman Sachs Mlp And Energy Rena
Q3 2018 Filed on Nov 14, 2018
20,000
N/A
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
80,748
$22.89 - $24.55 $1.85M - $1.98M
Relx N V American Depositary Shares
Q3 2018 Filed on Nov 14, 2018
405,147
N/A
SNX
Td Synnex Corp

Technology
Q3 2018 Filed on Nov 14, 2018
2,910
$42.35 - $51.96 $123K - $151K
Wgl Holdings Inc
Q3 2018 Filed on Nov 14, 2018
5,585
N/A
Seadrill LTD
Q3 2018 Filed on Nov 14, 2018
13,400
N/A
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Nov 14, 2018
10,762
N/A
Cys Investments Inc
Q3 2018 Filed on Nov 14, 2018
72,935
N/A
Parker Drilling CO
Q3 2018 Filed on Nov 14, 2018
28,560
N/A
WTTR
Select Energy Services, Inc.

Energy
Q3 2018 Filed on Nov 14, 2018
38,997
$11.77 - $15.6 $459K - $608K
CC
Chemours CO

Basic Materials
Q3 2018 Filed on Nov 14, 2018
5,981
$39.11 - $47.9 $234K - $286K
Ameri Gas Partners LP
Q3 2018 Filed on Nov 14, 2018
4,801
N/A
Knowledge Leaders Developed World ETF
Q3 2018 Filed on Nov 14, 2018
8,545
N/A
IGOV
Ishares 1 3 International Trea

ETFs
Q3 2018 Filed on Nov 14, 2018
4,065
$47.97 - $49.53 $195K - $201K
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