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JP Morgan Private Wealth Advisors’s United Fire Group UFCS Stock Holding History

JP Morgan Private Wealth 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
2019
Q1 		– Sell
-3,653
Closed -$203K – 1513
2018
Q4 		$203K Buy
+3,653
New +$188K ﹤0.01% 1341
2018
Q3 		– Sell
-4,062
Closed -$221K – 1620
2018
Q2 		$221K Buy
+4,062
New +$211K ﹤0.01% 1325

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UFCS Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of United Fire Group (UFCS) in Q1 2019, closing a stake of 3,653 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in UFCS in Q2 2018 and held it in 2 quarters. The position peaked at $221K in Q2 2018. 149 funds tracked by Wall St. Rank hold UFCS as of Q1 2019.

  • JP Morgan Private Wealth Advisors reported no remaining United Fire Group position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,653 United Fire Group shares in Q1 2019, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in United Fire Group in Q2 2018 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's United Fire Group position peaked at $221K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held United Fire Group as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.