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Ladenburg Thalmann Financial Services’s United Fire Group UFCS Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$25K Buy
582
+33
+6% +$1.48K ﹤0.01% 4012
2019
Q3 		$26K Buy
549
+3
+0.5% +$143 ﹤0.01% 3876
2019
Q2 		$26K Buy
546
+3
+0.6% +$137 ﹤0.01% 3895
2019
Q1 		$24K Buy
543
+3
+0.6% +$150 ﹤0.01% 3887
2018
Q4 		$30K Sell
540
-50
-8% -$2.58K ﹤0.01% 3623
2018
Q3 		$30K Buy
590
+113
+24% +$6.03K ﹤0.01% 3648
2018
Q2 		$22K Hold
477
– – ﹤0.01% 3780
2018
Q1 		$22K Sell
477
-47
-9% -$2.12K ﹤0.01% 3780
2017
Q4 		$24K Buy
524
+3
+0.6% +$140 ﹤0.01% 3676
2017
Q3 		$24K Sell
521
-68
-12% -$2.95K ﹤0.01% 3583
2017
Q2 		$25K Sell
589
-77
-12% -$3.34K ﹤0.01% 3473
2017
Q1 		$28K Sell
666
-23
-3% -$1.03K ﹤0.01% 3329
2016
Q4 		$33K Sell
689
-148
-18% -$6.57K ﹤0.01% 3153
2016
Q3 		$35K Sell
837
-49
-6% -$2.09K ﹤0.01% 3047
2016
Q2 		$37K Buy
886
+237
+37% +$10.1K ﹤0.01% 2919
2016
Q1 		$28K Buy
649
+2
+0.3% +$79 ﹤0.01% 3025
2015
Q4 		$25K Sell
647
-882
-58% -$33.5K ﹤0.01% 3067
2015
Q3 		$54K Sell
1,529
-121
-7% -$4.18K ﹤0.01% 2413
2015
Q2 		$54K Hold
1,650
– – ﹤0.01% 2531
2015
Q1 		$52K Buy
1,650
+1,047
+174% +$30.7K ﹤0.01% 2527
2014
Q4 		$18K Buy
603
+203
+51% +$5.97K ﹤0.01% 3066
2014
Q3 		$11K Hold
400
– – ﹤0.01% 3059
2014
Q2 		$12K Hold
400
– – ﹤0.01% 2989
2014
Q1 		$12K Hold
400
– – ﹤0.01% 2871
2013
Q4 		$11K Hold
400
– – ﹤0.01% 2896
2013
Q3 		$12K Hold
400
– – ﹤0.01% 2771
2013
Q2 		$10K Buy
+400
New +$11.1K ﹤0.01% 2734

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UFCS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its United Fire Group (UFCS) stake by 6% in Q4 2019, buying an estimated $1.48K and bringing the position to 582 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

Ladenburg Thalmann Financial Services first reported a position in UFCS in Q2 2013 and has held it in 27 quarters since. The position peaked at $54K in Q3 2015. 146 funds tracked by Wall St. Rank hold UFCS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 582 shares of United Fire Group worth $25K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 33 United Fire Group shares in Q4 2019, an estimated $1.48K.
  • United Fire Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4012 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United Fire Group in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's United Fire Group position peaked at $54K in Q3 2015.
  • 146 funds tracked by Wall St. Rank held United Fire Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.