Frontier Investment Management’s United-Guardian UG Stock Holding History

Frontier Investment 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
2020 Q2	$163K	Hold	11,000	–	–	0.01%	263
2020 Q1	$159K	Hold	11,000	–	–	0.01%	240
2019 Q4	$216K	Hold	11,000	–	–	0.01%	299
2019 Q3	$206K	Hold	11,000	–	–	0.01%	266
2019 Q2	$207K	Hold	11,000	–	–	0.01%	246
2019 Q1	$211K	Hold	11,000	–	–	0.01%	235
2018 Q4	$202K	Hold	11,000	–	–	0.02%	225
2018 Q3	$178K	Hold	11,000	–	–	0.01%	242
2018 Q2	$211K	Hold	11,000	–	–	0.02%	221
2018 Q1	$196K	Hold	11,000	–	–	0.02%	206
2017 Q4	$204K	Hold	11,000	–	–	0.02%	213
2017 Q3	$215K	Hold	11,000	–	–	0.02%	204
2017 Q2	$170K	Hold	11,000	–	–	0.02%	207
2017 Q1	$163K	Buy	+11,000	New	+$167K	0.02%	181

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Frontier Investment Management's UG Position: Q2 2020 in Review

Frontier Investment Management held its United-Guardian (UG) position steady in Q2 2020 at 11,000 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #263.

Frontier Investment Management first reported a position in UG in Q1 2017 and has held it in 14 quarters since. The position peaked at $216K in Q4 2019. 31 funds tracked by Wall St. Rank hold UG as of Q2 2020.

Frontier Investment Management held 11,000 shares of United-Guardian worth $163K as of Q2 2020.
Frontier Investment Management left its United-Guardian share count unchanged in Q2 2020.
United-Guardian made up 0.01% of Frontier Investment Management's portfolio in Q2 2020, its #263 holding.
Frontier Investment Management first reported a position in United-Guardian in Q1 2017 and has held it in 14 quarters since.
Frontier Investment Management's United-Guardian position peaked at $216K in Q4 2019.
31 funds tracked by Wall St. Rank held United-Guardian as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.