UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$11.2B
Holdings
1,270
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (1,270 positions)
| Stock | Value |
|---|---|
ROKRockwell Automation Inc | $1.2M |
VDEVanguard Energy ETF | $1.2M |
OIAInvesco Muni Income Opps Trust | $1.2M |
KRCKilroy Realty Corp | $1.2M |
HPTUSDHospitality Properties Trust | $1.2M |
—Agrium Inc | $1.2M |
GWXSPDR S&P International Small Cap ETF | $1.2M |
PMMPutnam Managed Muni Income | $1.2M |
PCHPotlatch Corp | $1.2M |
EOTEV National Muni Opps Trust | $1.2M |
CFCF Industries Holdings Inc | $1.2M |
FXLFirst Trust Technology AlphaDEX ETF | $1.2M |
HRCHill-Rom Holdings Inc | $1.2M |
MHFWestern Asset Muni High Income | $1.2M |
UHSUniversal Health Services Inc | $1.2M |
VODVodafone Group PLC ADR | $1.2M |
IYEiShares U.S. Energy ETF | $1.2M |
—Monsanto Co | $1.2M |
EBAeBay Inc | $1.2M |
POT1EURPotash Corp Sask Inc Com | $1.2M |
MANManpowerGroup Inc | $1.2M |
CBTCabot Corp | $1.2M |
ROPRoper Technologies Inc | $1.1M |
EWQiShares MSCI France | $1.1M |
LXPUSDLexington Realty Trust | $1.1M |
WGOWinnebago Industries Inc | $1.1M |
SPSBSPDR Blmbg Barclays ST Corp Bd ETF | $1.1M |
—Conatus Pharmaceuticals Inc | $1.1M |
JBLUJetBlue Airways Corp | $1.1M |
FDCFirst Data Corp | $1.1M |
—Fly Leasing Ltd | $1.1M |
OTXOpen Text Corp | $1.1M |
IYJiShares US Industrials | $1.1M |
CDKCDK Global Inc | $1.1M |
—Coach Inc | $1.1M |
EWLiShares MSCI Switzerland Capped | $1.1M |
CMGChipotle Mexican Grill Inc Class A | $1.1M |
—Dupont Fabros Technology Inc | $1.1M |
DRIDarden Restaurants Inc | $1.1M |
AWMSkyworks Solutions Inc | $1.1M |
NLYEURAnnaly Capital Management Inc | $1.1M |
PWRQuanta Services Inc | $1.1M |
TOLToll Brothers Inc | $1.0M |
SHMSPDR Nuveen Blmbg Barclays ST MunBd ETF | $1.0M |
AMJEURJPMorgan Alerian MLP ETN | $1.0M |
VYXNCR Corp | $1.0M |
UGUnited-Guardian Inc | $1.0M |
FNDESchwab Fundamental Emerg Mkts Lg Co ETF | $1.0M |
UGIUGI Corp | $1.0M |
IPInternational Paper Co | $1.0M |
HLTHilton Worldwide Holdings Inc | $1.0M |
MIKUSDThe Michaels Companies Inc | $1.0M |
MATMattel Inc | $1.0M |
ROICUSDRetail Opportunity Investments Corp | $1.0M |
HSTHost Hotels & Resorts Inc | $1.0M |
DALDelta Air Lines Inc | $1.0M |
IHDVoya Emerging Markets High Dividend Eq | $997K |
CSGPCoStar Group Inc | $992K |
FDLFirst Trust Morningstar Div Leaders ETF | $990K |
HCQAMN Healthcare Services Inc | $988K |
JPMJP Morgan Chase Wts | $985K |
TEN1Tenneco Inc | $983K |
CFGCitizens Financial Group Inc | $982K |
DHSWisdomTree High Dividend ETF | $973K |
—Danaher Corp Del | $969K |
CRMSalesforce.com Inc | $967K |
ONEYSPDR Russell 1000 Yield ETF | $957K |
HUMHumana Inc | $954K |
NGGNational Grid PLC ADR | $952K |
WPCW.P. Carey Inc | $943K |
—PowerShares S&P 500 High Div Low VolETF | $937K |
—Deutsche X-trackers MSCI Germany Hdgd Eq | $937K |
SCHCSchwab International Small-Cap Eq ETF | $936K |
TPCTutor Perini Corp | $928K |
BUDAnheuser-Busch InBev SA/NV | $927K |
VHTVanguard Health Care ETF | $926K |
—Guggenheim S&P MidCap 400 Pure Gr ETF | $926K |
CDPCorporate Office Properties Trust | $925K |
—Retail Properties of America Inc | $922K |
8CWCrown Castle International Corp | $914K |
—GGP Inc | $910K |
VRSNVeriSign Inc | $909K |
NNNNational Retail Properties Inc | $907K |
NFXNewfield Exploration Co | $904K |
DEMWisdomTree Emerging Markets High Div ETF | $903K |
SPYETFS Physical Palladium | $895K |
AOAiShares Core Aggressive Allocation | $894K |
VAWVanguard Materials ETF | $891K |
HUBBHubbell Inc | $890K |
—Spectra Energy Partners LP | $887K |
—Guggenheim Defensive Equity ETF | $883K |
FXUFirst Trust Utilities AlphaDEX ETF | $873K |
LIILennox International Inc | $869K |
—PowerShares Global ShrtTerm HiYld Bd ETF | $863K |
SRPTSarepta Therapeutics Inc | $858K |
CHTRCharter Communications Inc | $854K |
51AAmerican Public Education Inc | $852K |
—Capital One Financial Corporation Warrants | $851K |
GLADUSDGladstone Capital Corp | $850K |
KIMKimco Realty Corp | $847K |