UNITED CAPITAL FINANCIAL ADVISERS, LLC
Q1 2020 13F Holdings
Location
Newport Beach, CA
Holdings as of
3/31/2020
Value ($000)
$12,104,053
Num holdings
1,182
Date filed
5/15/2020
Form type
13F-HR
Prev filing
2/14/2020
Next filing
8/13/2020
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 Q1 2020 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type