Integrated Wealth Management (Palm Desert)’s United Fire Group UFCS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$267K	Hold	6,243	–	–	0.09%	200
2016 Q4	$307K	Hold	6,243	–	–	0.11%	168
2016 Q3	$264K	Hold	6,243	–	–	0.09%	175
2016 Q2	$265K	Hold	6,243	–	–	0.1%	176
2016 Q1	$274K	Hold	6,243	–	–	0.12%	147
2015 Q4	$239K	Hold	6,243	–	–	0.1%	161
2015 Q3	$219K	Hold	6,243	–	–	0.1%	171
2015 Q2	$205K	Hold	6,243	–	–	0.08%	189
2015 Q1	$198K	Buy	+6,243	New	+$183K	0.08%	185

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UFCS Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its United Fire Group (UFCS) position steady in Q1 2017 at 6,243 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #200.

Integrated Wealth Management (Palm Desert) first reported a position in UFCS in Q1 2015 and has held it in 9 quarters since. The position peaked at $307K in Q4 2016. 142 funds tracked by Wall St. Rank hold UFCS as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 6,243 shares of United Fire Group worth $267K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its United Fire Group share count unchanged in Q1 2017.
United Fire Group made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #200 holding.
Integrated Wealth Management (Palm Desert) first reported a position in United Fire Group in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s United Fire Group position peaked at $307K in Q4 2016.
142 funds tracked by Wall St. Rank held United Fire Group as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.