Advisor Group’s United Fire Group UFCS Stock Holding History

Advisor Group’s Portfolio UFCS Stock Details UFCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$79K	Buy	1,791 +314	+21%	+$14K	﹤0.01%	3105
2019 Q3	$69K	Sell	1,477 -29	-2%	-$1.38K	﹤0.01%	3170
2019 Q2	$72K	Buy	1,506 +27	+2%	+$1.23K	﹤0.01%	3106
2019 Q1	$65K	Buy	1,479 +34	+2%	+$1.7K	﹤0.01%	3198
2018 Q4	$81K	Buy	1,445 +165	+13%	+$8.5K	﹤0.01%	2820
2018 Q3	$65K	Buy	1,280 +351	+38%	+$18.7K	﹤0.01%	3086
2018 Q2	$51K	Hold	929	–	–	﹤0.01%	3093
2018 Q1	$44K	Sell	929 -383	-29%	-$17.2K	﹤0.01%	3163
2017 Q4	$59K	Sell	1,312 -123	-9%	-$5.75K	﹤0.01%	2959
2017 Q3	$65K	Buy	1,435 +10	+0.7%	+$433	﹤0.01%	2744
2017 Q2	$63K	Sell	1,425 -22	-2%	-$954	﹤0.01%	2659
2017 Q1	$62K	Hold	1,447	–	–	﹤0.01%	2540
2016 Q4	$71K	Buy	1,447 +21	+1%	+$932	﹤0.01%	2322
2016 Q3	$60K	Hold	1,426	–	–	﹤0.01%	2387
2016 Q2	$59K	Buy	+1,426	New	+$60.6K	﹤0.01%	2305

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's UFCS Position: Q4 2019 in Review

Advisor Group increased its United Fire Group (UFCS) stake by 21% in Q4 2019, buying an estimated $14K and bringing the position to 1,791 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Advisor Group first reported a position in UFCS in Q2 2016 and has held it in 15 quarters since. The position peaked at $81K in Q4 2018. 146 funds tracked by Wall St. Rank hold UFCS as of Q4 2019.

Advisor Group held 1,791 shares of United Fire Group worth $79K as of Q4 2019.
Advisor Group bought 314 United Fire Group shares in Q4 2019, an estimated $14K.
United Fire Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3105 holding.
Advisor Group first reported a position in United Fire Group in Q2 2016 and has held it in 15 quarters since.
Advisor Group's United Fire Group position peaked at $81K in Q4 2018.
146 funds tracked by Wall St. Rank held United Fire Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.