UNITED CAPITAL FINANCIAL ADVISERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,003
New Positions 76
Increased Positions 541
Decreased Positions 428
Positions with Activity 969
Sold Out Positions 226
Total Mkt Value (in $ millions) 5,345

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

Sector Weighting

Basic Materials 1.75%
Capital Goods 1.85%
Conglomerates 0.04%
Consumer Cyclical 1.36%
Consumer/Non-Cyclical 4.39%
Energy 6.2%
Financial 56.95%
Healthcare 5.12%
Services 6.4%
Technology 9.62%
Transportation 0.83%
Utilities 2.34%

1,003 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
MCGRAW HILL FINL INC COM -367 Sold Out 0
3-D SYS CORP DEL COM NEW -256 Sold Out 0
ABB LTD SPONSORED ADR -981 Sold Out 0
ABERDEEN ASIA PACIFIC INCOM FD COM -70 Sold Out 0
ACTAVIS PLC SHS -219 Sold Out 0
ACUITY BRANDS INC COM -633 Sold Out 0
ADVAXIS INC COM NEW -34 Sold Out 0
ADVENT CLAYMORE CV SECS & INC COM -208 Sold Out 0
AIR PRODS & CHEMS INC COM -295 Sold Out 0
AK STL HLDG CORP COM -175 Sold Out 0
ALEXANDRIA REAL ESTATE EQ INC COM -435 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -371 Sold Out 0
ALLIANCEBERNSTEIN INCOME FUND COM -127 Sold Out 0
ALLIANT TECHSYSTEMS INC COM -472 Sold Out 0
ALNYLAM PHARMACEUTICALS INC COM -235 Sold Out 0
ALPHATEC HOLDINGS INC COM -82 Sold Out 0
AMAZON COM INC COM -492 Sold Out 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS -464 Sold Out 0
AMERICAN ELEC PWR INC COM -274 Sold Out 0
AMERICAN TOWER CORP NEW COM -404 Sold Out 0


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