Charles Schwab
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Charles Schwab’s United Microelectronic UMC Stock Holding History

Charles Schwab’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
2019
Q2 		– Sell
-2,857,770
Closed -$5.37M – 3262
2019
Q1 		$5.37M Buy
2,857,770
+116,772
+4% +$215K ﹤0.01% 1953
2018
Q4 		$4.91M Buy
2,740,998
+22,565
+0.8% +$43.4K ﹤0.01% 1911
2018
Q3 		$7.01M Buy
2,718,433
+213,488
+9% +$583K ﹤0.01% 1862
2018
Q2 		$7.06M Sell
2,504,945
-179,436
-7% -$490K 0.01% 1822
2018
Q1 		$6.95M Buy
2,684,381
+235,046
+10% +$582K 0.01% 1750
2017
Q4 		$5.85M Buy
2,449,335
+178,808
+8% +$456K ﹤0.01% 1844
2017
Q3 		$5.68M Sell
2,270,527
-100,364
-4% -$246K 0.01% 1814
2017
Q2 		$5.79M Buy
2,370,891
+401,016
+20% +$806K 0.01% 1725
2017
Q1 		$3.8M Buy
1,969,875
+287,826
+17% +$547K ﹤0.01% 1917
2016
Q4 		$2.94M Buy
1,682,049
+115,943
+7% +$212K ﹤0.01% 2010
2016
Q3 		$2.9M Buy
1,566,106
+114,905
+8% +$220K ﹤0.01% 1949
2016
Q2 		$2.89M Buy
1,451,201
+99,470
+7% +$191K ﹤0.01% 1892
2016
Q1 		$2.81M Buy
1,351,731
+54,880
+4% +$107K ﹤0.01% 1870
2015
Q4 		$2.44M Buy
1,296,851
+192,080
+17% +$359K ﹤0.01% 1977
2015
Q3 		$1.79M Buy
1,104,771
+60,025
+6% +$107K ﹤0.01% 2128
2015
Q2 		$2.14M Buy
1,044,746
+202,716
+24% +$456K ﹤0.01% 2049
2015
Q1 		$2.06M Buy
842,030
+84,959
+11% +$207K ﹤0.01% 2041
2014
Q4 		$1.72M Sell
757,071
-196,668
-21% -$419K ﹤0.01% 2100
2014
Q3 		$1.9M Buy
953,739
+79,960
+9% +$179K ﹤0.01% 1993
2014
Q2 		$2.11M Buy
873,779
+127,936
+17% +$285K ﹤0.01% 1959
2014
Q1 		$1.55M Buy
745,843
+7,996
+1% +$16.3K ﹤0.01% 2069
2013
Q4 		$1.51M Buy
737,847
+13,993
+2% +$28.3K ﹤0.01% 2061
2013
Q3 		$1.51M Buy
723,854
+59,970
+9% +$125K ﹤0.01% 2000
2013
Q2 		$1.61M Buy
+663,884
New +$1.35M ﹤0.01% 1893

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab's UMC Position: Q2 2019 in Review

Charles Schwab sold out of United Microelectronic (UMC) in Q2 2019, closing a stake of 2,857,770 shares — an estimated $5.37M sold.

Charles Schwab first reported a position in UMC in Q2 2013 and held it in 24 quarters. The position peaked at $7.06M in Q2 2018. 120 funds tracked by Wall St. Rank hold UMC as of Q2 2019.

  • Charles Schwab reported no remaining United Microelectronic position as of Q2 2019 after selling out during the quarter.
  • Charles Schwab sold 2,857,770 United Microelectronic shares in Q2 2019, an estimated $5.37M.
  • Charles Schwab first reported a position in United Microelectronic in Q2 2013 and held it in 24 quarters.
  • Charles Schwab's United Microelectronic position peaked at $7.06M in Q2 2018.
  • 120 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2019.

Based on Charles Schwab's 13F filing for Q2 2019, filed 9 Aug 2019.