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Advisors Asset Management’s United Fire Group UFCS Stock Holding History

Advisors Asset Management’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
2014
Q1 		– Sell
-1,018
Closed -$29K – 1795
2013
Q4 		$29K Sell
1,018
-93
-8% -$2.78K ﹤0.01% 1703
2013
Q3 		$34K Sell
1,111
-29
-3% -$833 ﹤0.01% 1669
2013
Q2 		$28K Buy
+1,140
New +$31.7K ﹤0.01% 1653

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Advisors Asset Management's UFCS Position: Q1 2014 in Review

Advisors Asset Management sold out of United Fire Group (UFCS) in Q1 2014, closing a stake of 1,018 shares — an estimated $29K sold.

Advisors Asset Management first reported a position in UFCS in Q2 2013 and held it in 3 quarters. The position peaked at $34K in Q3 2013. 132 funds tracked by Wall St. Rank hold UFCS as of Q1 2014.

  • Advisors Asset Management reported no remaining United Fire Group position as of Q1 2014 after selling out during the quarter.
  • Advisors Asset Management sold 1,018 United Fire Group shares in Q1 2014, an estimated $29K.
  • Advisors Asset Management first reported a position in United Fire Group in Q2 2013 and held it in 3 quarters.
  • Advisors Asset Management's United Fire Group position peaked at $34K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held United Fire Group as of Q1 2014.

Based on Advisors Asset Management's 13F filing for Q1 2014, filed 15 May 2014.