Independent Portfolio Consultants’s United Microelectronic UMC Stock Holding History

Independent Portfolio Consultants’s Portfolio UMC Stock Details UMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$8K	Sell	3,350 -6,105	-65%	-$12.3K	﹤0.01%	741
2017 Q1	$18K	Sell	9,455 -18,595	-66%	-$35.3K	0.01%	668
2016 Q4	$49K	Sell	28,050 -5,390	-16%	-$9.87K	0.02%	549
2016 Q3	$62K	Buy	33,440 +3,565	+12%	+$6.82K	0.02%	508
2016 Q2	$59K	Sell	29,875 -170	-0.6%	-$327	0.02%	526
2016 Q1	$62K	Buy	30,045 +6,925	+30%	+$13.5K	0.02%	544
2015 Q4	$43K	Buy	23,120 +2,765	+14%	+$5.17K	0.01%	592
2015 Q3	$33K	Buy	20,355 +1,255	+7%	+$2.24K	0.01%	639
2015 Q2	$39K	Buy	+19,100	New	+$43K	0.01%	653

Other funds holding UMC

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's UMC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its United Microelectronic (UMC) stake by 65% in Q2 2017, selling an estimated $12.3K and leaving 3,350 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Independent Portfolio Consultants first reported a position in UMC in Q2 2015 and has held it in 9 quarters since. The position peaked at $62K in Q3 2016. 110 funds tracked by Wall St. Rank hold UMC as of Q2 2017.

Independent Portfolio Consultants held 3,350 shares of United Microelectronic worth $8K as of Q2 2017.
Independent Portfolio Consultants sold 6,105 United Microelectronic shares in Q2 2017, an estimated $12.3K.
United Microelectronic made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #741 holding.
Independent Portfolio Consultants first reported a position in United Microelectronic in Q2 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's United Microelectronic position peaked at $62K in Q3 2016.
110 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.