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
SGU
Star Group, L.P.

Energy
Q1 2018 Filed on May 15, 2018
14,634
$9.0 - $11.03 $132K - $161K
Windstream Holdings Inc
Q1 2018 Filed on May 15, 2018
12,999
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2018 Filed on May 15, 2018
5,862
$37.21 - $42.05 $218K - $246K
TAST
Carrols Restaurant Group, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
33,688
$11.1 - $13.45 $374K - $453K
Continental Building Products Inc
Q1 2018 Filed on May 15, 2018
16,830
N/A
Cousins Properties Inc
Q1 2018 Filed on May 15, 2018
12,277
N/A
CEQP
Crestwood Equity Partners LP

Energy
Q1 2018 Filed on May 15, 2018
9,908
$25.3 - $28.8 $251K - $285K
Fitbit Inc
Q1 2018 Filed on May 15, 2018
786,636
N/A
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
7,103
$28.23 - $33.97 $201K - $241K
Gsv Cap Corp
Q1 2018 Filed on May 15, 2018
25,000
N/A
MWA
Mueller Water Products, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
30,098
$10.6 - $12.66 $319K - $381K
Ply Gem Holdings Inc
Q1 2018 Filed on May 15, 2018
15,630
N/A
Supervalu Inc
Q1 2018 Filed on May 15, 2018
190,723
N/A
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
5,134
$11.02 - $16.15 $56.6K - $82.9K
TEX
Terex Corp

Industrials
Q1 2018 Filed on May 15, 2018
5,496
$35.85 - $49.79 $197K - $274K
Wmi Hldgs Corp Com
Q1 2018 Filed on May 15, 2018
100,000
N/A
FGM
First Trust Germany Alphadex F

ETFs
Q1 2018 Filed on May 15, 2018
73,371
N/A
IDCC
Inter Digital, Inc.

Communication Services
Q1 2018 Filed on May 15, 2018
2,800
$70.3 - $80.9 $197K - $227K
Kindred Healthcare, Inc.
Q1 2018 Filed on May 15, 2018
14,043
N/A
LVHD
Franklin U.S. Low Volatility H

ETFs
Q1 2018 Filed on May 15, 2018
12,100
N/A
Power Shares Dynamic Software ETF
Q1 2018 Filed on May 15, 2018
107,070
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
3,112
$59.5 - $69.55 $185K - $216K
SNAP
Snap Inc

Communication Services
Q1 2018 Filed on May 15, 2018
12,237
$13.26 - $20.75 $162K - $254K
EDV
Vanguard Extended Duration Tre

ETFs
Q1 2018 Filed on May 15, 2018
151,466
N/A
Vantiv Inc
Q1 2018 Filed on May 15, 2018
2,831
N/A
Weingarten Realty Investors
Q1 2018 Filed on May 15, 2018
7,703
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q1 2018 Filed on May 15, 2018
164,019
N/A
AAT
American Assets Trust, Inc.

Real Estate
Q4 2017 Filed on Feb 13, 2018
7,662
$37.66 - $41.37 $289K - $317K
Analogic Corp
Q4 2017 Filed on Feb 13, 2018
3,115
N/A
Bancorp South Inc
Q4 2017 Filed on Feb 13, 2018
85,221
N/A
Coach, Inc.
Q4 2017 Filed on Feb 13, 2018
22,980
N/A
Dreyfus Strategic Municipals
Q4 2017 Filed on Feb 13, 2018
11,893
N/A
Healthsouth Corp
Q4 2017 Filed on Feb 13, 2018
7,768
N/A
Investors Real Estate Trust
Q4 2017 Filed on Feb 13, 2018
11,940
N/A
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2017 Filed on Feb 13, 2018
6,106
N/A
MAT
Mattel Inc

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
36,265
$13.04 - $18.81 $473K - $682K
MATW
Matthews International Corp

Industrials
Q4 2017 Filed on Feb 13, 2018
3,925
$52.8 - $64.5 $207K - $253K
NNN
National Retail Properties, Inc.

Real Estate
Q4 2017 Filed on Feb 13, 2018
17,175
$40.06 - $43.62 $688K - $749K
Royal Bancshares Pa In Cl A
Q4 2017 Filed on Feb 13, 2018
15,500
N/A
Scripps Networks Interactive Inc A
Q4 2017 Filed on Feb 13, 2018
17,222
N/A
Sothebys
Q4 2017 Filed on Feb 13, 2018
4,600
N/A
WDFC
Wd 40 CO

Basic Materials
Q4 2017 Filed on Feb 13, 2018
2,469
$108.7 - $120.9 $268K - $299K
Guggenheim Bullet Shrs 2017 Hy Corp Bd ETF
Q4 2017 Filed on Feb 13, 2018
905,983
N/A
Guggenheim Bullet Shrs 2017 Corp Bd ETF
Q4 2017 Filed on Feb 13, 2018
131,086
N/A
Guggenheim Frontier Markets ETF
Q4 2017 Filed on Feb 13, 2018
510,691
N/A
Ctrip.Com International LTD
Q4 2017 Filed on Feb 13, 2018
10,753
N/A
ENSG
Ensign Group, Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
13,478
$20.11 - $23.11 $271K - $311K
Hertz Rental Car Holding CO Inc
Q4 2017 Filed on Feb 13, 2018
17,551
N/A
ICUI
Icu Medical Inc

Healthcare
Q4 2017 Filed on Feb 13, 2018
1,558
$186.1 - $220.45 $290K - $343K
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