Marshall Wace North America’s United Fire Group UFCS Stock Holding History

Marshall Wace North America’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
2018 Q2	–	Sell	-8,299	Closed	-$397K	–	1700
2018 Q1	$397K	Buy	+8,299	New	+$373K	﹤0.01%	1204
2017 Q4	–	Sell	-37,335	Closed	-$1.72M	–	1623
2017 Q3	$1.72M	Sell	37,335 -31,072	-45%	-$1.35M	0.01%	840
2017 Q2	$3.01M	Buy	68,407 +56,235	+462%	+$2.44M	0.02%	638
2017 Q1	$523K	Buy	+12,172	New	+$547K	﹤0.01%	804

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace North America's UFCS Position: Q2 2018 in Review

Marshall Wace North America sold out of United Fire Group (UFCS) in Q2 2018, closing a stake of 8,299 shares — an estimated $397K sold.

Marshall Wace North America first reported a position in UFCS in Q1 2017 and held it in 4 quarters. The position peaked at $3.01M in Q2 2017. 150 funds tracked by Wall St. Rank hold UFCS as of Q2 2018.

Marshall Wace North America reported no remaining United Fire Group position as of Q2 2018 after selling out during the quarter.
Marshall Wace North America sold 8,299 United Fire Group shares in Q2 2018, an estimated $397K.
Marshall Wace North America first reported a position in United Fire Group in Q1 2017 and held it in 4 quarters.
Marshall Wace North America's United Fire Group position peaked at $3.01M in Q2 2017.
150 funds tracked by Wall St. Rank held United Fire Group as of Q2 2018.

Based on Marshall Wace North America's 13F filing for Q2 2018, filed 14 Aug 2018.