UNITED CAPITAL FINANCIAL ADVISERS, LLC Information

500 NEWPORT CENTER DRIVE, Newport Beach, California, 92660, (949) 999-8500

Report Date: 12/31/2013

Position Statistics

Total Positions 790
New Positions 133
Increased Positions 323
Decreased Positions 433
Positions with Activity 756
Sold Out Positions 177
Total Mkt Value (in $ millions) 2,835

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.79%
Capital Goods 2.53%
Conglomerates 0.04%
Consumer Cyclical 1.33%
Consumer/Non-Cyclical 5.5%
Energy 7.5%
Financial 49.77%
Healthcare 5.97%
Services 7.64%
Technology 12.03%
Transportation 0.83%
Utilities 2.46%

133 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 16,588 16,588 New 225,655
ST JUDE MED INC COM 12,483 12,483 New 202,515
WELLS FARGO & CO NEW WT EXP 102818 11,570 11,570 New 641,345
LKQ CORP COM 10,703 10,703 New 390,336
LOWES COS INC COM 10,357 10,357 New 223,635
GLADSTONE COML CORP COM 10,225 10,225 New 591,036
BUCKEYE PARTNERS L P UNIT LTD PARTN 10,046 10,046 New 130,075
WEYERHAEUSER CO PREF CONV SER A 9,549 9,549 New 183,890
CERNER CORP COM 9,168 9,168 New 175,930
DELUXE CORP COM 9,096 9,096 New 182,872
COPART INC COM 7,834 7,834 New 220,799
UNITED BANKSHARES INC WEST VA COM 7,343 7,343 New 246,905
HOME PROPERTIES INC COM 7,021 7,021 New 118,632
REALTY INCOME CORP COM 6,583 6,583 New 158,904
PARKER HANNIFIN CORP COM 6,543 6,543 New 54,922
STONECASTLE FINL CORP COM 5,254 5,254 New 209,500
F5 NETWORKS INC COM 4,549 4,549 New 44,160
WHITEWAVE FOODS CO COM CL A 3,899 3,899 New 148,642
CENTURYLINK INC COM 3,623 3,623 New 108,650
TYLER TECHNOLOGIES INC COM 3,537 3,537 New 46,543


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