Centaurus Financial’s United-Guardian UG Stock Holding History

Centaurus Financial’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
2018 Q3	–	Sell	-42	Closed	-$1K	–	1948
2018 Q2	$1K	Buy	+42	New	+$776	﹤0.01%	2153

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

QCMC

Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northstar Group New York $707M AUM 11.67% 1-Year Est. Return

Centaurus Financial's UG Position: Q3 2018 in Review

Centaurus Financial sold out of United-Guardian (UG) in Q3 2018, closing a stake of 42 shares — an estimated $1K sold.

Centaurus Financial first reported a position in UG in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 32 funds tracked by Wall St. Rank hold UG as of Q3 2018.

Centaurus Financial reported no remaining United-Guardian position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 42 United-Guardian shares in Q3 2018, an estimated $1K.
Centaurus Financial first reported a position in United-Guardian in Q2 2018 and held it in 1 quarter.
Centaurus Financial's United-Guardian position peaked at $1K in Q2 2018.
32 funds tracked by Wall St. Rank held United-Guardian as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.