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Cornerstone Advisors (Washington)’s United Fire Group UFCS Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-39
Closed -$1K – 736
2020
Q2 		$1K Buy
39
+11
+39% +$310 ﹤0.01% 687
2020
Q1 		$1K Buy
+28
New +$1.14K ﹤0.01% 722

Other funds holding UFCS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UFCS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) sold out of United Fire Group (UFCS) in Q3 2020, closing a stake of 39 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in UFCS in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 119 funds tracked by Wall St. Rank hold UFCS as of Q3 2020.

  • Cornerstone Advisors (Washington) reported no remaining United Fire Group position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 39 United Fire Group shares in Q3 2020, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in United Fire Group in Q1 2020 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s United Fire Group position peaked at $1K in Q2 2020.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.