Envestnet Asset Management’s United-Guardian UG Stock Holding History

Envestnet Asset Management’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
2015 Q1	–	Sell	-48	Closed	-$1K	–	2397
2014 Q4	$1K	Buy	+48	New	+$986	﹤0.01%	2424

Other funds holding UG

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

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

Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Envestnet Asset Management's UG Position: Q1 2015 in Review

Envestnet Asset Management sold out of United-Guardian (UG) in Q1 2015, closing a stake of 48 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in UG in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 30 funds tracked by Wall St. Rank hold UG as of Q1 2015.

Envestnet Asset Management reported no remaining United-Guardian position as of Q1 2015 after selling out during the quarter.
Envestnet Asset Management sold 48 United-Guardian shares in Q1 2015, an estimated $1K.
Envestnet Asset Management first reported a position in United-Guardian in Q4 2014 and held it in 1 quarter.
Envestnet Asset Management's United-Guardian position peaked at $1K in Q4 2014.
30 funds tracked by Wall St. Rank held United-Guardian as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.