UNITED CAPITAL FINANCIAL ADVISERS, LLC
Q1 2020 13F Detailed 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 broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
GOLDMAN SACHS GROUP INC
028-04981
2
IMD Holdings, LLC
3
United Capital Financial Partners, Inc
028-13541