BRWA
UFCS icon

B. Riley Wealth Advisors’s United Fire Group UFCS Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-50
Closed -$1 – 1899
2014
Q4 		$1 Buy
+50
New +$1.47K ﹤0.01% 3586

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

B. Riley Wealth Advisors's UFCS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of United Fire Group (UFCS) in Q1 2015, closing a stake of 50 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in UFCS in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 119 funds tracked by Wall St. Rank hold UFCS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining United Fire Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 50 United Fire Group shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in United Fire Group in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's United Fire Group position peaked at $1 in Q4 2014.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.