UNITED CAPITAL MANAGEMENT OF KS, INC.

HTTP://WWW.UCMOFKANSAS.COM SALINA, KS Investment Advisor How do I update this listing?

United Capital Management OF KS is based out of Salina. United Capital Management OF KS is a large advisory firm with 1055 clients and discretionary assets under management (AUM) of $152,041,009 (Form ADV from 2018-09-12). Their last reported 13F filing for Q4 2018 included $107,791,000 in managed 13F securities and a top 10 holdings concentration of 31.61%. United Capital Management OF KS's largest holding is iShares Core S&P 500 ETF with shares held of 26,051. Whalewisdom has at least 2 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $107.791 Million
  • Prior Market Value $124.319 Million
  • New Purchases2 stocks
  • Additional Purchases71 stocks
  • Sold out of17 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 31.61 %
  • Turnover % [1]:18.63%
  • Turnover Alt % [2]: 9.28 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
104 E. IRON AVE
SALINA KS    67401
Country: United States

Business Phone: 785-823-7900
Fax: 785-823-7913
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: KS
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1055
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

ownership team - last updated 2018-06-22
Name Title Start Date Direct/Indirect % Ownership
KOEHN, CHAD, MITCHELL OWNER, CHIEF COMPLIANCE OFFICER 07/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. OWNER, CHIEF COMPLIANCE OFFICER direct 2011-07-01

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