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
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
I Shares I Bonds Dec 2017 Term Corp ETF
Q4 2017 Filed on Feb 13, 2018
521,644
N/A
Level 3 Communications Inc
Q4 2017 Filed on Feb 13, 2018
4,482
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q4 2017 Filed on Feb 13, 2018
16,672
$4.1 - $4.29 $68.4K - $71.5K
RINF
Proshares Trust Inflation Expe

ETFs
Q4 2017 Filed on Feb 13, 2018
18,999
N/A
Quintiles Ims Holdings Inc
Q4 2017 Filed on Feb 13, 2018
4,349
N/A
Spdr Blmbg Barclays 1 3 Mth T Bill ETF
Q4 2017 Filed on Feb 13, 2018
346,855
N/A
Van Eck Vectors Unconvnt Oil & Gas ETF
Q4 2017 Filed on Feb 13, 2018
30,083
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2017 Filed on Feb 13, 2018
3,190
N/A
ELD
Wisdomtree Emerging Local Debt

ETFs
Q4 2017 Filed on Feb 13, 2018
5,252
N/A
Delphi Automotive PLC
Q4 2017 Filed on Feb 13, 2018
53,403
N/A
Mallinckrodt PLC
Q4 2017 Filed on Feb 13, 2018
355,672
N/A
Mellanox Technologies LTD
Q4 2017 Filed on Feb 13, 2018
4,764
N/A
Central Fund Of Canada LTD
Q4 2017 Filed on Feb 13, 2018
11,214
N/A
Companhia Brasileira De Distribuicao Adr
Q4 2017 Filed on Feb 13, 2018
8,685
N/A
Constellium Nv
Q4 2017 Filed on Feb 13, 2018
20,735
N/A
Cu Bancorp
Q4 2017 Filed on Feb 13, 2018
9,271
N/A
Guggenheim China Technology ETF
Q4 2017 Filed on Feb 13, 2018
273,940
N/A
Hartford Financial Wts
Q4 2017 Filed on Feb 13, 2018
4,000
N/A
HA
Hawaiian Holdings Inc

Industrials
Q4 2017 Filed on Feb 13, 2018
11,052
$32.85 - $43.15 $363K - $477K
IDA
Idacorp Inc

Utilities
Q4 2017 Filed on Feb 13, 2018
2,706
$88.38 - $98.81 $239K - $267K
Orbital Atk Inc
Q4 2017 Filed on Feb 13, 2018
1,606
N/A
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2017 Filed on Feb 13, 2018
65,245
$0.83 - $1.08 $54.2K - $70.5K
Points International LTD
Q4 2017 Filed on Feb 13, 2018
23,545
N/A
Power Shares Dwa Healthcare Momentum ETF
Q4 2017 Filed on Feb 13, 2018
77,165
N/A
Power Shares Nasdaq Internet ETF
Q4 2017 Filed on Feb 13, 2018
148,292
N/A
Prospect Capital Corporation
Q4 2017 Filed on Feb 13, 2018
25,000
N/A
Real Industry Inc
Q4 2017 Filed on Feb 13, 2018
39,265
N/A
RNR
Renaissancere Holdings LTD

Financial Services
Q4 2017 Filed on Feb 13, 2018
8,471
$124.42 - $140.6 $1.05M - $1.19M
SJR
Shaw Communications Inc

Communication Services
Q4 2017 Filed on Feb 13, 2018
62,587
$21.26 - $23.34 $1.33M - $1.46M
Starwood Waypoint Homes Com
Q4 2017 Filed on Feb 13, 2018
19,559
N/A
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
17,231
$7.87 - $12.21 $136K - $210K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2017 Filed on Feb 13, 2018
231,874
N/A
Baker Hughes Inc
Q3 2017 Filed on Nov 14, 2017
32,027
N/A
Dow Chemical CO
Q3 2017 Filed on Nov 14, 2017
52,305
N/A
E.I. Du Pont De Nemours & CO
Q3 2017 Filed on Nov 14, 2017
127,691
N/A
I Shares I Bonds Sep 2017 Term Muni Bond
Q3 2017 Filed on Nov 14, 2017
214,577
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q3 2017 Filed on Nov 14, 2017
2,414
$61.85 - $62.3 $149K - $150K
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