United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GPS
Gap Inc

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
106,160
$11.15 - $18.39 $1.18M - $1.95M
GAL
Ssga Active ETF Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
6,296
$37.02 - $40.32 $233K - $254K
TSEM
Tower Semiconductor LTD

Technology
Q3 2020 Filed on Nov 13, 2020
27,154
$17.85 - $23.46 $485K - $637K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
4,008
$47.45 - $62.95 $190K - $252K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q3 2020 Filed on Nov 13, 2020
48,449
$8.53 - $9.8 $413K - $475K
Invesco Mortgage Capital Inc.
Q3 2020 Filed on Nov 13, 2020
17,273
N/A
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
9,574
$48.57 - $65.94 $465K - $631K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
Q3 2020 Filed on Nov 13, 2020
9,641
$29.17 - $33.62 $281K - $324K
VKQ
Invesco Municipal Trust

Financial Services
Q3 2020 Filed on Nov 13, 2020
47,720
$11.74 - $12.64 $560K - $603K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2020 Filed on Nov 13, 2020
25,277
N/A
OLED
Universal Display Corp Pa

Technology
Q3 2020 Filed on Nov 13, 2020
3,055
$147.09 - $190.05 $449K - $581K
China Mobile Limited Sponsored Adr
Q3 2020 Filed on Nov 13, 2020
6,288
N/A
GERN
Geron Corp

Healthcare
Q3 2020 Filed on Nov 13, 2020
20,510
$1.59 - $2.19 $32.6K - $44.9K
TRNO
Terreno Realty Corp

Real Estate
Q3 2020 Filed on Nov 13, 2020
7,485
$52.46 - $61.58 $393K - $461K
COTY
Coty Inc.

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
146,107
$2.65 - $4.45 $387K - $650K
FRI
First Tr S&P Reit Index Fd

ETFs
Q3 2020 Filed on Nov 13, 2020
10,505
$20.37 - $22.34 $214K - $235K
L Brands, Inc.
Q3 2020 Filed on Nov 13, 2020
63,018
N/A
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
65,075
$5.91 - $6.71 $385K - $437K
Nuveen Global High Income Fund
Q3 2020 Filed on Nov 13, 2020
17,367
N/A
Anaplan, Inc.
Q3 2020 Filed on Nov 13, 2020
11,598
N/A
Atlantic Capital Bancshares, Inc.
Q3 2020 Filed on Nov 13, 2020
10,000
N/A
Fire Eye, Inc.
Q3 2020 Filed on Nov 13, 2020
11,335
N/A
Iberiabank Corporation
Q3 2020 Filed on Nov 13, 2020
14,382
N/A
CHE
Chemed Corp

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,104
$455.52 - $523.47 $503K - $578K
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
24,211
$13.57 - $28.27 $329K - $684K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
40,267
$15.47 - $23.8 $623K - $958K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Nov 13, 2020
60,553
$8.99 - $10.74 $544K - $650K
Jp Morgan Beta Builders Japan ETF
Q3 2020 Filed on Nov 13, 2020
255,601
N/A
CRMT
Americas Carmart Inc

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
7,175
$83.75 - $105.31 $601K - $756K
STNG
Scorpio Tankers Inc.

Energy
Q3 2020 Filed on Nov 13, 2020
37,304
$10.72 - $13.9 $400K - $519K
ASUR
Asure Software Inc

Technology
Q3 2020 Filed on Nov 13, 2020
89,828
$5.9 - $7.7 $530K - $692K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
40,735
$16.37 - $21.55 $667K - $878K
MRTN
Marten Transport LTD

Industrials
Q3 2020 Filed on Nov 13, 2020
25,456
$15.81 - $19.09 $402K - $486K
NMIH
Nmi Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
36,992
$13.77 - $19.07 $509K - $705K
NAII
Natural Alternatives International Inc

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
123,026
$6.52 - $8.23 $802K - $1.01M
Parsley Energy, Inc. Class A
Q3 2020 Filed on Nov 13, 2020
60,776
N/A
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2020 Filed on Nov 13, 2020
5,184
$42.0 - $47.91 $218K - $248K
SH
Proshares Short S&P500 New (De

ETFs
Q3 2020 Filed on Nov 13, 2020
13,919
$19.21 - $22.22 $267K - $309K
Red Lion Hotels Corporation
Q3 2020 Filed on Nov 13, 2020
12,704
N/A
T Mobile Us Inc Rights 2020 27.07.20 For Shares
Q3 2020 Filed on Nov 13, 2020
139,902
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Aug 13, 2020
57,581
N/A
Columbia Property Trust Inc
Q2 2020 Filed on Aug 13, 2020
12,588
N/A
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q2 2020 Filed on Aug 13, 2020
15,181
$25.22 - $32.86 $383K - $499K
MTDR
Matador Resources CO

Energy
Q2 2020 Filed on Aug 13, 2020
745,848
$2.16 - $12.21 $1.61M - $9.11M
Raytheon CO
Q2 2020 Filed on Aug 13, 2020
33,450
N/A
SCL
Stepan CO

Basic Materials
Q2 2020 Filed on Aug 13, 2020
2,502
$83.53 - $102.46 $209K - $256K
THO
Thor Industries Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
348,768
$36.16 - $114.76 $12.6M - $40M
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
319,376
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 13, 2020
119,926
N/A
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