Kistler-Tiffany Companies’s United-Guardian UG Stock Holding History

Kistler-Tiffany Companies’s Portfolio UG Stock Details UG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-406	Closed	-$9K	–	623
2014 Q3	$9K	Hold	406	–	–	0.01%	465
2014 Q2	$12K	Hold	406	–	–	0.01%	417
2014 Q1	$12K	Hold	406	–	–	0.01%	404
2013 Q4	$11K	Hold	406	–	–	0.01%	420
2013 Q3	$10K	Hold	406	–	–	0.01%	426
2013 Q2	$10K	Buy	+406	New	+$9.67K	0.01%	422

Other funds holding UG

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kistler-Tiffany Companies's UG Position: Q4 2014 in Review

Kistler-Tiffany Companies sold out of United-Guardian (UG) in Q4 2014, closing a stake of 406 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in UG in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q2 2014. 31 funds tracked by Wall St. Rank hold UG as of Q4 2014.

Kistler-Tiffany Companies reported no remaining United-Guardian position as of Q4 2014 after selling out during the quarter.
Kistler-Tiffany Companies sold 406 United-Guardian shares in Q4 2014, an estimated $9K.
Kistler-Tiffany Companies first reported a position in United-Guardian in Q2 2013 and held it in 6 quarters.
Kistler-Tiffany Companies's United-Guardian position peaked at $12K in Q2 2014.
31 funds tracked by Wall St. Rank held United-Guardian as of Q4 2014.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2014, filed 29 Jan 2015.