BFEC
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Benjamin F. Edwards & Company’s Ubiquiti UI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$3K – 1736
2020
Q4 		$3K Buy
+9
New +$2.07K ﹤0.01% 1503
2018
Q1 		– Sell
-295
Closed -$21K – 1681
2017
Q4 		$21K Buy
295
+150
+103% +$9.61K ﹤0.01% 1016
2017
Q3 		$8K Buy
+145
New +$8.35K ﹤0.01% 1237
2015
Q1 		– Sell
-400
Closed -$12K – 1160
2014
Q4 		$12K Sell
400
-100
-20% -$3.19K ﹤0.01% 766
2014
Q3 		$19K Buy
500
+200
+67% +$8.49K ﹤0.01% 663
2014
Q2 		$14K Sell
300
-200
-40% -$7.85K ﹤0.01% 683
2014
Q1 		$23K Buy
+500
New +$23.4K 0.01% 551

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Benjamin F. Edwards & Company's UI Position: Q1 2021 in Review

Benjamin F. Edwards & Company sold out of Ubiquiti (UI) in Q1 2021, closing a stake of 9 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in UI in Q1 2014 and held it in 7 quarters. The position peaked at $23K in Q1 2014. 232 funds tracked by Wall St. Rank hold UI as of Q1 2021.

  • Benjamin F. Edwards & Company reported no remaining Ubiquiti position as of Q1 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 9 Ubiquiti shares in Q1 2021, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in Ubiquiti in Q1 2014 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Ubiquiti position peaked at $23K in Q1 2014.
  • 232 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2021, filed 14 May 2021.