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Buckingham Strategic Wealth’s United Microelectronic UMC Stock Holding History

Buckingham Strategic Wealth’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-14,877
Closed -$42K – 375
2018
Q2 		$42K Buy
14,877
+1,948
+15% +$5.32K 0.01% 354
2018
Q1 		$33K Sell
12,929
-58
-0.4% -$144 0.01% 310
2017
Q4 		$31K Buy
12,987
+692
+6% +$1.76K 0.01% 317
2017
Q3 		$31K Hold
12,295
– – 0.01% 287
2017
Q2 		$30K Hold
12,295
– – 0.01% 297
2017
Q1 		$24K Buy
+12,295
New +$23.4K 0.01% 259

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Buckingham Strategic Wealth's UMC Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of United Microelectronic (UMC) in Q3 2018, closing a stake of 14,877 shares — an estimated $42K sold.

Buckingham Strategic Wealth first reported a position in UMC in Q1 2017 and held it in 6 quarters. The position peaked at $42K in Q2 2018. 117 funds tracked by Wall St. Rank hold UMC as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining United Microelectronic position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 14,877 United Microelectronic shares in Q3 2018, an estimated $42K.
  • Buckingham Strategic Wealth first reported a position in United Microelectronic in Q1 2017 and held it in 6 quarters.
  • Buckingham Strategic Wealth's United Microelectronic position peaked at $42K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.