Evoke Wealth’s United Fire Group UFCS Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-484	Closed	-$21.2K	–	1353
2019 Q4	$21.2K	Hold	484	–	–	﹤0.01%	578
2019 Q3	$22.7K	Buy	+484	New	+$23K	﹤0.01%	620

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's UFCS Position: Q1 2020 in Review

Evoke Wealth sold out of United Fire Group (UFCS) in Q1 2020, closing a stake of 484 shares — an estimated $21.2K sold.

Evoke Wealth first reported a position in UFCS in Q3 2019 and held it in 2 quarters. The position peaked at $22.7K in Q3 2019. 127 funds tracked by Wall St. Rank hold UFCS as of Q1 2020.

Evoke Wealth reported no remaining United Fire Group position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 484 United Fire Group shares in Q1 2020, an estimated $21.2K.
Evoke Wealth first reported a position in United Fire Group in Q3 2019 and held it in 2 quarters.
Evoke Wealth's United Fire Group position peaked at $22.7K in Q3 2019.
127 funds tracked by Wall St. Rank held United Fire Group as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.