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Haber Trilix Advisors’s United Fire Group UFCS Stock Holding History

Haber Trilix 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
2013
Q2 		$12K Buy
+500
New +$13.9K ﹤0.01% 330

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Haber Trilix Advisors's UFCS Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in United Fire Group (UFCS) in Q2 2013: 500 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

117 funds tracked by Wall St. Rank hold UFCS as of Q2 2013.

  • Haber Trilix Advisors held 500 shares of United Fire Group worth $12K as of Q2 2013.
  • United Fire Group was a new Haber Trilix Advisors position in Q2 2013.
  • United Fire Group made up ﹤0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #330 holding.
  • 117 funds tracked by Wall St. Rank held United Fire Group as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.