ISHARES TR

Ticker: IYZ CUSIP: 464287713 Class: US TELECOM ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q3 2018
Shares 287,415 Value ($000) $8,548 Avg Close Range
Q1 2018
Shares 62,101 Value ($000) $1,678 Avg Close Range
Q4 2017
Shares 61,920 Value ($000) $1,821 Avg Close Range
Q1 2017
Shares 393,570 Value ($000) $12,728 Avg Close Range
Q3 2016
Shares 325,027 Value ($000) $10,472 Avg Close Range
Q2 2016
Shares 327,541 Value ($000) $10,809 Avg Close Range
Q1 2016
Shares 205,936 Value ($000) $6,328 Avg Close Range
Q4 2015
Shares 246,753 Value ($000) $7,104 Avg Close Range
Q3 2015
Shares 312,525 Value ($000) $8,438 Avg Close Range
Q2 2015
Shares 200,354 Value ($000) $5,866 Avg Close Range