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Institutional Investment Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC (CIK: 0001463217) incorporated in Delaware, located at 125 E John Carpenter Frwy, Irving, TX. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q4)
Portfolio Summary: 1,204 holdings with a total value of $8,689,166,000.
#
Name
Shares
Value ($)
%
Options
Notes
1201 ICONIX BRAND GROUP INC 2.5% 06/01/2016 10,000 9,000 0.00%
1202 GENERAL MOLY INC 29,900 6,000 0.00%
1203 PEDEVCO CORP 14,500 4,000 0.00%
1204 KINDER MORGAN INCORPORATED DEL WARRANT EXP 052517 40,032 2,000 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001372312-16-000009, filed 2016.02.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.