UNITED CAPITAL FINANCIAL ADVISERS, LLC
Q3 2019 13F Holdings
Location
Newport Beach, CA
Holdings as of
9/30/2019
Value ($000)
$14,187,520
Num holdings
1,077
Date filed
11/14/2019
Form type
13F-HR
Prev filing
8/13/2019
Next filing
2/14/2020
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2019 to
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2023 Q1 - RESTATEMENT
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2019 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type