UNITED CAPITAL FINANCIAL ADVISERS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,211
New Positions 133
Increased Positions 778
Decreased Positions 379
Positions with Activity 1,157
Sold Out Positions 83
Total Mkt Value (in $ millions) 6,846

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

Sector Weighting

Basic Materials 1.65%
Capital Goods 1.61%
Conglomerates 0.1%
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 4.27%
Energy 5.02%
Financial 56.12%
Healthcare 5.62%
Services 6.81%
Technology 9.57%
Transportation 1%
Utilities 1.95%

1,211 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AES CORP COM -163 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -621 Sold Out 0
AMTRUST FINL SVCS INC COM -327 Sold Out 0
ATWOOD OCEANICS INC COM -731 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS -357 Sold Out 0
AVALONBAY CMNTYS INC COM -425 Sold Out 0
BARCLAYS BANK PLC ETN DJUBSCOFFE38 -2,046 Sold Out 0
BARCLAYS BK PLC IPATH S&P500 VIX -218 Sold Out 0
BARCLAYS BK PLC IPATH DYNM VIX -244 Sold Out 0
CALIFORNIA RES CORP COM -249 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2014 -6,134 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2014 -79,229 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR 2 GUGG FRNTR MKT -560 Sold Out 0
COLONY CAP INC COM -409 Sold Out 0
COMMERCIAL METALS CO COM -899 Sold Out 0
CONSTELLIUM NV CL A -512 Sold Out 0
CRH PLC ADR -1,011 Sold Out 0
ENCANA CORP COM -2,547 Sold Out 0
ENERPLUS CORP COM -516 Sold Out 0
ETFS PALLADIUM TR SH BEN INT -2,942 Sold Out 0