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
Bof I Holding Inc
Q2 2018 Filed on Aug 14, 2018
6,000
N/A
Guggenheim Bullet Shrs 2024 Hy Corp Bd ETF
Q2 2018 Filed on Aug 14, 2018
441,211
N/A
Ev Energy Partners LP
Q2 2018 Filed on Aug 14, 2018
13,600
N/A
IXP
Ishares Global Comm Services E

ETFs
Q2 2018 Filed on Aug 14, 2018
5,849
$53.77 - $58.85 $315K - $344K
La Salle Hotel Properties
Q2 2018 Filed on Aug 14, 2018
21,136
N/A
Power Shares Intl Div Achiev ETF
Q2 2018 Filed on Aug 14, 2018
11,389
N/A
Power Shares Dynamic Biotech & Genome ETF
Q2 2018 Filed on Aug 14, 2018
4,526
N/A
Delphi Technologies PLC
Q2 2018 Filed on Aug 14, 2018
6,645
N/A
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
1,227
$155.34 - $188.88 $191K - $232K
Alpine Global Premier Property
Q2 2018 Filed on Aug 14, 2018
10,876
N/A
CODI
Compass Diversified Holdings

Industrials
Q2 2018 Filed on Aug 14, 2018
13,330
$15.0 - $17.6 $200K - $235K
Egalet Corp
Q2 2018 Filed on Aug 14, 2018
50,000
N/A
GEO
Geo Group Inc

Real Estate
Q2 2018 Filed on Aug 14, 2018
32,019
$19.65 - $27.54 $629K - $882K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q2 2018 Filed on Aug 14, 2018
11,175
$11.25 - $11.61 $126K - $130K
Power Shares Global Listed Private Eq ETF
Q2 2018 Filed on Aug 14, 2018
20,146
N/A
Guggenheim S&P 500 Pure Value ETF
Q2 2018 Filed on Aug 14, 2018
3,146
N/A
Seacor Holdings Inc
Q2 2018 Filed on Aug 14, 2018
45,000
N/A
Aegean Marine Pete Network Inc
Q2 2018 Filed on Aug 14, 2018
25,000
N/A
Agrium Inc
Q1 2018 Filed on May 15, 2018
9,090
N/A
Bard, C R Inc
Q1 2018 Filed on May 15, 2018
706
N/A
Bemis CO Inc
Q1 2018 Filed on May 15, 2018
5,599
N/A
Bio Telemetry Inc
Q1 2018 Filed on May 15, 2018
14,716
N/A
Boardwalk Pipeline Partners LP
Q1 2018 Filed on May 15, 2018
13,934
N/A
Buffalo Wild Wings Inc
Q1 2018 Filed on May 15, 2018
30,335
N/A
DLX
Deluxe Corp

Communication Services
Q1 2018 Filed on May 15, 2018
4,038
$69.85 - $77.69 $282K - $314K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
12,047
$57.9 - $94.36 $698K - $1.14M
IFGL
Ishares International Develope

ETFs
Q1 2018 Filed on May 15, 2018
49,772
$28.73 - $31.71 $1.43M - $1.58M
KXI
Ishares Tr Global Consumer Sta

ETFs
Q1 2018 Filed on May 15, 2018
3,437
$48.45 - $54.53 $167K - $187K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
45,000
$12.6 - $15.68 $567K - $706K
The Priceline Group Inc
Q1 2018 Filed on May 15, 2018
990
N/A
REFR
Research Frontiers Inc

Technology
Q1 2018 Filed on May 15, 2018
29,077
$0.86 - $1.13 $25K - $32.9K
Ritter Pharmaceuticals Inc
Q1 2018 Filed on May 15, 2018
40,000
N/A
SPH
Suburban Propane Partners LP

Utilities
Q1 2018 Filed on May 15, 2018
10,049
$21.92 - $26.53 $220K - $267K
VIRT
Virtu Financial, Inc.

Financial Services
Q1 2018 Filed on May 15, 2018
27,229
$18.35 - $33.7 $500K - $918K
Wells Fargo & CO Warrants 10/28/18
Q1 2018 Filed on May 15, 2018
58,150
N/A
Amplify Snack Brands Inc
Q1 2018 Filed on May 15, 2018
63,863
N/A
Csra Inc
Q1 2018 Filed on May 15, 2018
7,811
N/A
Capital One Financial Corporation Warrants
Q1 2018 Filed on May 15, 2018
6,755
N/A
Guggenheim Multi Asset Income ETF
Q1 2018 Filed on May 15, 2018
9,788
N/A
Guggenheim Ultra Short Duration ETF
Q1 2018 Filed on May 15, 2018
5,558
N/A
Guggenheim Defensive Equity ETF
Q1 2018 Filed on May 15, 2018
20,701
N/A
EPC
Edgewell Personal Care CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
4,323
$46.1 - $62.02 $199K - $268K
SOCL
Global X Fds Global X Social M

ETFs
Q1 2018 Filed on May 15, 2018
380,647
$33.94 - $38.73 $12.9M - $14.7M
Global X Mlp ETF
Q1 2018 Filed on May 15, 2018
142,945
N/A
GOGO
Gogo Inc.

Communication Services
Q1 2018 Filed on May 15, 2018
39,684
$8.59 - $11.36 $341K - $451K
I Shares I Bonds Mar 2020 Term Corp Ex Fncl
Q1 2018 Filed on May 15, 2018
9,422
N/A
Kap Stone Paper And Packaging Corp
Q1 2018 Filed on May 15, 2018
22,096
N/A
EGIO
Edgio, Inc.

Technology
Q1 2018 Filed on May 15, 2018
21,193
$3.79 - $4.7 $80.3K - $99.6K
NS
Nu Star Energy L.P.

Energy
Q1 2018 Filed on May 15, 2018
8,801
$19.64 - $35.59 $173K - $313K
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email