Question 1

How many shares of BSJK does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC previously held 0 shares of BSJK (Invesco BulletShares 2020 High ) before exiting the position in 2020-Q4.

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's BSJK position worth?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC's BSJK position was last reported at $0 in 2020-Q4 before the exit.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling BSJK?

Accepted Answer

In 2020-Q4, UNITED CAPITAL FINANCIAL ADVISORS, LLC exited their BSJK position entirely (-100.0% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy BSJK?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in BSJK in 2019-Q1. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.36	0
2020-Q3	Decreased	645,791	-33.7%	$15.1M	0.1%	$23.36	0
2020-Q2	Decreased	974,061	-26.5%	$22.7M	0.2%	$23.27	0
2020-Q1	Decreased	1.3M	-8.8%	$30.5M	0.3%	$23.00	0
2019-Q4	Increased	1.5M	+11.4%	$34.8M	0.2%	$23.90	39
2019-Q3	Increased	1.3M	+5.9%	$31.2M	0.2%	$23.95	37
2019-Q2	Increased	1.2M	+10.0%	$29.6M	0.2%	$24.09	38
2019-Q1	New	1.1M	-	$26.9M	0.2%	$24.08	47

BSJK8 quarters

BSJK
8 quarters