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Laidlaw Group’s United-Guardian UG Stock Holding History

Laidlaw Group’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
-8,999
Closed -$201K – 85
2014
Q3 		$201K Hold
8,999
– – 0.1% 80
2014
Q2 		$257K Buy
8,999
+170
+2% +$5.21K 0.13% 72
2014
Q1 		$258K Hold
8,829
– – 0.14% 71
2013
Q4 		$249K Sell
8,829
-600
-6% -$15.5K 0.13% 75
2013
Q3 		$236K Sell
9,429
-200
-2% -$5.27K 0.14% 74
2013
Q2 		$235K Buy
+9,629
New +$229K 0.13% 73

Other funds holding UG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return
PL
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laidlaw Group's UG Position: Q4 2014 in Review

Laidlaw Group sold out of United-Guardian (UG) in Q4 2014, closing a stake of 8,999 shares — an estimated $201K sold.

Laidlaw Group first reported a position in UG in Q2 2013 and held it in 6 quarters. The position peaked at $258K in Q1 2014. 31 funds tracked by Wall St. Rank hold UG as of Q4 2014.

  • Laidlaw Group reported no remaining United-Guardian position as of Q4 2014 after selling out during the quarter.
  • Laidlaw Group sold 8,999 United-Guardian shares in Q4 2014, an estimated $201K.
  • Laidlaw Group first reported a position in United-Guardian in Q2 2013 and held it in 6 quarters.
  • Laidlaw Group's United-Guardian position peaked at $258K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q4 2014.

Based on Laidlaw Group's 13F filing for Q4 2014, filed 5 Feb 2015.