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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

UNITED CAPITAL FINANCIAL ADVISERS, LLC INSTITUTION : UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holding History On:     Schwab US REIT ETF : SCHH
Share Holding History Table
Date Shares Value Share Price
2012-09-30 10,710 324,000 30.25
2012-12-31 7,646 234,000 30.60
2013-03-31 0 0 N/A
2013-06-30 0 0 N/A
2013-09-30 0 0 N/A
2013-12-31 0 0 N/A
2014-03-31 0 0 N/A
2014-06-30 0 0 N/A
2014-09-30 0 0 N/A
2014-12-31 66,108 2,575,000 38.95
2015-03-31 74,492 2,848,000 38.23
2015-06-30 85,564 3,108,000 36.32
2015-09-30 73,825 2,746,000 37.19
2015-12-31 74,322 2,946,000 39.63
2016-06-30 24,620 1,059,000 43.01
2016-09-30 17,410 743,000 42.67
2016-12-31 17,344 712,000 41.05
2017-03-31 11,301 461,000 40.79
2017-06-30 11,691 482,000 41.22
2017-09-30 28,032 1,153,000 41.13
2017-12-31 28,193 1,173,000 41.60
2018-03-31 30,573 1,169,000 38.23
2018-06-30 30,179 1,261,000 41.78
2018-09-30 32,159 1,342,000 41.73
2018-12-31 32,356 1,246,000 38.50
2019-03-31 30,647 1,362,000 44.44
2019-06-30 31,873 1,416,000 44.42
2019-09-30 31,659 1,493,000 47.15
2019-12-31 34,916 1,605,000 45.96
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UNITED CAPITAL FINANCIAL ADVISERS, L

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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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