FPS
UFCS icon

Fieldpoint Private Securities’s United Fire Group UFCS Stock Holding History

Fieldpoint Private Securities’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
2019
Q4 		– Sell
-57
Closed -$3K – 721
2019
Q3 		$3K Sell
57
-153
-73% -$7.28K ﹤0.01% 667
2019
Q2 		$10K Buy
+210
New +$9.6K ﹤0.01% 637
2017
Q4 		– Sell
-228
Closed -$10K – 559
2017
Q3 		$10K Buy
+228
New +$9.88K ﹤0.01% 588

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fieldpoint Private Securities's UFCS Position: Q4 2019 in Review

Fieldpoint Private Securities sold out of United Fire Group (UFCS) in Q4 2019, closing a stake of 57 shares — an estimated $3K sold.

Fieldpoint Private Securities first reported a position in UFCS in Q3 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 146 funds tracked by Wall St. Rank hold UFCS as of Q4 2019.

  • Fieldpoint Private Securities reported no remaining United Fire Group position as of Q4 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 57 United Fire Group shares in Q4 2019, an estimated $3K.
  • Fieldpoint Private Securities first reported a position in United Fire Group in Q3 2017 and held it in 3 quarters.
  • Fieldpoint Private Securities's United Fire Group position peaked at $10K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held United Fire Group as of Q4 2019.

Based on Fieldpoint Private Securities's 13F filing for Q4 2019, filed 10 Feb 2020.