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American Portfolios Advisors’s United-Guardian UG Stock Holding History

American Portfolios Advisors’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
2020
Q4 		– Sell
-3,150
Closed -$47.7K – 3102
2020
Q3 		$47.7K Buy
+3,150
New +$47.1K ﹤0.01% 1333

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

American Portfolios Advisors's UG Position: Q4 2020 in Review

American Portfolios Advisors sold out of United-Guardian (UG) in Q4 2020, closing a stake of 3,150 shares — an estimated $47.7K sold.

American Portfolios Advisors first reported a position in UG in Q3 2020 and held it in 1 quarter. The position peaked at $47.7K in Q3 2020. 28 funds tracked by Wall St. Rank hold UG as of Q4 2020.

  • American Portfolios Advisors reported no remaining United-Guardian position as of Q4 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 3,150 United-Guardian shares in Q4 2020, an estimated $47.7K.
  • American Portfolios Advisors first reported a position in United-Guardian in Q3 2020 and held it in 1 quarter.
  • American Portfolios Advisors's United-Guardian position peaked at $47.7K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.