MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
|
 |
INSTITUTION : UNITED CAPITAL FINANCIAL ADVISERS, LLC |
|
|
Holding History On: StoneCastle Financial Corp : BANX
Share Holding History Table |
Date |
Shares |
Value |
Share Price |
2013-12-31 |
209,500 |
5,145,000 |
24.55 |
2014-03-31 |
207,500 |
5,100,000 |
24.57 |
2014-06-30 |
210,500 |
5,342,000 |
25.37 |
2014-09-30 |
208,500 |
4,873,000 |
23.37 |
2014-12-31 |
270,541 |
5,267,000 |
19.46 |
2015-03-31 |
274,041 |
4,864,000 |
17.74 |
2015-06-30 |
272,041 |
4,706,000 |
17.29 |
2015-09-30 |
266,041 |
4,475,000 |
16.82 |
2015-12-31 |
263,541 |
4,296,000 |
16.30 |
2016-06-30 |
218,391 |
3,931,000 |
17.99 |
2016-09-30 |
218,391 |
4,077,000 |
18.66 |
2016-12-31 |
218,041 |
4,075,000 |
18.68 |
2017-03-31 |
217,041 |
4,376,000 |
20.16 |
2017-06-30 |
212,041 |
4,326,000 |
20.40 |
2017-09-30 |
204,541 |
4,222,000 |
20.64 |
2017-12-31 |
203,641 |
4,093,000 |
20.09 |
2018-03-31 |
209,641 |
4,560,000 |
21.75 |
2018-06-30 |
202,641 |
4,638,000 |
22.88 |
2018-09-30 |
178,445 |
4,001,000 |
22.42 |
2018-12-31 |
187,445 |
3,618,000 |
19.30 |
2019-03-31 |
174,750 |
3,744,000 |
21.42 |
2019-06-30 |
174,750 |
3,810,000 |
21.80 |
2019-09-30 |
168,750 |
3,739,000 |
22.15 |
2019-12-31 |
163,750 |
3,652,000 |
22.30 |
2020-06-30 |
121,750 |
1,936,000 |
15.90 |
2020-09-30 |
109,250 |
2,121,000 |
19.41 |
2020-12-31 |
93,250 |
1,795,000 |
19.24 | |
|
|
|
Investing Just Like UNITED CAPITAL FINANCIAL ADVISERS, L
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
|