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BlackRock Investment Management’s United-Guardian UG Stock Holding History

BlackRock Investment Management’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
2016
Q4 		$9K Hold
553
– – ﹤0.01% 3625
2016
Q3 		$8K Hold
553
– – ﹤0.01% 3674
2016
Q2 		$9K Buy
553
+67
+14% +$1.18K ﹤0.01% 3670
2016
Q1 		$10K Hold
486
– – ﹤0.01% 3620
2015
Q4 		$9K Buy
486
+50
+11% +$940 ﹤0.01% 3725
2015
Q3 		$8K Hold
436
– – ﹤0.01% 3785
2015
Q2 		$8K Hold
436
– – ﹤0.01% 3819
2015
Q1 		$8K Hold
436
– – ﹤0.01% 3741
2014
Q4 		$9K Hold
436
– – ﹤0.01% 3718
2014
Q3 		$10K Hold
436
– – ﹤0.01% 3673
2014
Q2 		$12K Buy
+436
New +$13.3K ﹤0.01% 3581

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $707M AUM 11.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Investment Management's UG Position: Q4 2016 in Review

BlackRock Investment Management held its United-Guardian (UG) position steady in Q4 2016 at 553 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

BlackRock Investment Management first reported a position in UG in Q2 2014 and has held it in 11 quarters since. The position peaked at $12K in Q2 2014. 31 funds tracked by Wall St. Rank hold UG as of Q4 2016.

  • BlackRock Investment Management held 553 shares of United-Guardian worth $9K as of Q4 2016.
  • BlackRock Investment Management left its United-Guardian share count unchanged in Q4 2016.
  • United-Guardian made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #3625 holding.
  • BlackRock Investment Management first reported a position in United-Guardian in Q2 2014 and has held it in 11 quarters since.
  • BlackRock Investment Management's United-Guardian position peaked at $12K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.