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Advisor Group’s United-Guardian UG Stock Holding History

Advisor Group’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-485
Closed -$9K – 5050
2018
Q1 		$9K Hold
485
– – ﹤0.01% 4156
2017
Q4 		$9K Buy
+485
New +$8.92K ﹤0.01% 4150
2017
Q1 		– Sell
-118
Closed -$2K – 4807
2016
Q4 		$2K Hold
118
– – ﹤0.01% 4252
2016
Q3 		$2K Hold
118
– – ﹤0.01% 4195
2016
Q2 		$1K Buy
+118
New +$2.08K ﹤0.01% 4275

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
NG
Northstar Group New York $707M AUM 11.67% 1-Year Est. Return

Advisor Group's UG Position: Q2 2018 in Review

Advisor Group sold out of United-Guardian (UG) in Q2 2018, closing a stake of 485 shares — an estimated $9K sold.

Advisor Group first reported a position in UG in Q2 2016 and held it in 5 quarters. The position peaked at $9K in Q1 2018. 33 funds tracked by Wall St. Rank hold UG as of Q2 2018.

  • Advisor Group reported no remaining United-Guardian position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 485 United-Guardian shares in Q2 2018, an estimated $9K.
  • Advisor Group first reported a position in United-Guardian in Q2 2016 and held it in 5 quarters.
  • Advisor Group's United-Guardian position peaked at $9K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held United-Guardian as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.