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Avantax Planning Partners’s United Fire Group UFCS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,276
Closed -$65K – 1134
2018
Q3 		$65K Buy
+1,276
New +$68.1K 0.01% 434
2018
Q2 		– Sell
-1,276
Closed -$61K – 1402
2018
Q1 		$61K Buy
+1,276
New +$57.4K 0.01% 494

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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

Avantax Planning Partners's UFCS Position: Q4 2018 in Review

Avantax Planning Partners sold out of United Fire Group (UFCS) in Q4 2018, closing a stake of 1,276 shares — an estimated $65K sold.

Avantax Planning Partners first reported a position in UFCS in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q3 2018. 153 funds tracked by Wall St. Rank hold UFCS as of Q4 2018.

  • Avantax Planning Partners reported no remaining United Fire Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,276 United Fire Group shares in Q4 2018, an estimated $65K.
  • Avantax Planning Partners first reported a position in United Fire Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's United Fire Group position peaked at $65K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held United Fire Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.