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Denali Advisors’s United-Guardian UG Stock Holding History

Denali Advisors’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
2017
Q3 		– Sell
-53
Closed -$1K – 296
2017
Q2 		$1K Sell
53
-16
-23% -$238 ﹤0.01% 250
2017
Q1 		$1K Hold
69
– – ﹤0.01% 254
2016
Q4 		$1K Hold
69
– – ﹤0.01% 264
2016
Q3 		$1K Hold
69
– – ﹤0.01% 269
2016
Q2 		$1K Hold
69
– – ﹤0.01% 270
2016
Q1 		$1K Buy
+69
New +$1.47K ﹤0.01% 274

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

Denali Advisors's UG Position: Q3 2017 in Review

Denali Advisors sold out of United-Guardian (UG) in Q3 2017, closing a stake of 53 shares — an estimated $1K sold.

Denali Advisors first reported a position in UG in Q1 2016 and held it in 6 quarters. The position peaked at $1K in Q2 2017. 30 funds tracked by Wall St. Rank hold UG as of Q3 2017.

  • Denali Advisors reported no remaining United-Guardian position as of Q3 2017 after selling out during the quarter.
  • Denali Advisors sold 53 United-Guardian shares in Q3 2017, an estimated $1K.
  • Denali Advisors first reported a position in United-Guardian in Q1 2016 and held it in 6 quarters.
  • Denali Advisors's United-Guardian position peaked at $1K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held United-Guardian as of Q3 2017.

Based on Denali Advisors's 13F filing for Q3 2017, filed 19 Oct 2017.