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Lucus Advisors’s United Fire Group UFCS Stock Holding History

Lucus 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
2016
Q2 		– Sell
-11,834
Closed -$519K – 303
2016
Q1 		$519K Sell
11,834
-1,264
-10% -$49.8K 0.31% 170
2015
Q4 		$502K Sell
13,098
-455
-3% -$17.3K 0.3% 32
2015
Q3 		$475K Buy
+13,553
New +$469K 0.26% 39

Other funds holding UFCS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lucus Advisors's UFCS Position: Q2 2016 in Review

Lucus Advisors sold out of United Fire Group (UFCS) in Q2 2016, closing a stake of 11,834 shares — an estimated $519K sold.

Lucus Advisors first reported a position in UFCS in Q3 2015 and held it in 3 quarters. The position peaked at $519K in Q1 2016. 146 funds tracked by Wall St. Rank hold UFCS as of Q2 2016.

  • Lucus Advisors reported no remaining United Fire Group position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 11,834 United Fire Group shares in Q2 2016, an estimated $519K.
  • Lucus Advisors first reported a position in United Fire Group in Q3 2015 and held it in 3 quarters.
  • Lucus Advisors's United Fire Group position peaked at $519K in Q1 2016.
  • 146 funds tracked by Wall St. Rank held United Fire Group as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.