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Great Lakes Advisors’s United Fire Group UFCS Stock Holding History

Great Lakes Advisors’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
2018
Q2 		– Sell
-47,590
Closed -$2.28M – 564
2018
Q1 		$2.28M Buy
47,590
+2,662
+6% +$120K 0.05% 296
2017
Q4 		$2.05M Sell
44,928
-35,733
-44% -$1.67M 0.05% 316
2017
Q3 		$3.7M Sell
80,661
-56,006
-41% -$2.43M 0.09% 196
2017
Q2 		$6.02M Buy
136,667
+2,829
+2% +$123K 0.15% 128
2017
Q1 		$5.72M Buy
133,838
+35,912
+37% +$1.61M 0.15% 121
2016
Q4 		$4.82M Buy
97,926
+1,882
+2% +$83.6K 0.13% 136
2016
Q3 		$4.07M Sell
96,044
-2,842
-3% -$121K 0.11% 155
2016
Q2 		$4.2M Sell
98,886
-829
-0.8% -$35.2K 0.11% 168
2016
Q1 		$4.37M Sell
99,715
-13,662
-12% -$538K 0.12% 157
2015
Q4 		$4.34M Sell
113,377
-31,017
-21% -$1.18M 0.13% 142
2015
Q3 		$5.06M Buy
144,394
+11,104
+8% +$384K 0.16% 100
2015
Q2 		$4.37M Sell
133,290
-8,077
-6% -$253K 0.13% 138
2015
Q1 		$4.49M Buy
141,367
+33,620
+31% +$987K 0.14% 121
2014
Q4 		$3.2M Buy
107,747
+28,178
+35% +$828K 0.1% 155
2014
Q3 		$2.21M Buy
79,569
+55,251
+227% +$1.6M 0.07% 184
2014
Q2 		$713K Buy
+24,318
New +$695K 0.03% 220

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Lakes Advisors's UFCS Position: Q2 2018 in Review

Great Lakes Advisors sold out of United Fire Group (UFCS) in Q2 2018, closing a stake of 47,590 shares — an estimated $2.28M sold.

Great Lakes Advisors first reported a position in UFCS in Q2 2014 and held it in 16 quarters. The position peaked at $6.02M in Q2 2017. 150 funds tracked by Wall St. Rank hold UFCS as of Q2 2018.

  • Great Lakes Advisors reported no remaining United Fire Group position as of Q2 2018 after selling out during the quarter.
  • Great Lakes Advisors sold 47,590 United Fire Group shares in Q2 2018, an estimated $2.28M.
  • Great Lakes Advisors first reported a position in United Fire Group in Q2 2014 and held it in 16 quarters.
  • Great Lakes Advisors's United Fire Group position peaked at $6.02M in Q2 2017.
  • 150 funds tracked by Wall St. Rank held United Fire Group as of Q2 2018.

Based on Great Lakes Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.