Massachusetts Financial Services
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Massachusetts Financial Services’s United Fire Group UFCS Stock Holding History

Massachusetts 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
2014
Q3 		– Sell
-6,960
Closed -$204K – 904
2014
Q2 		$204K Sell
6,960
-270
-4% -$7.71K ﹤0.01% 884
2014
Q1 		$219K Buy
+7,230
New +$203K ﹤0.01% 855

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Massachusetts Financial Services's UFCS Position: Q3 2014 in Review

Massachusetts Financial Services sold out of United Fire Group (UFCS) in Q3 2014, closing a stake of 6,960 shares — an estimated $204K sold.

Massachusetts Financial Services first reported a position in UFCS in Q1 2014 and held it in 2 quarters. The position peaked at $219K in Q1 2014. 128 funds tracked by Wall St. Rank hold UFCS as of Q3 2014.

  • Massachusetts Financial Services reported no remaining United Fire Group position as of Q3 2014 after selling out during the quarter.
  • Massachusetts Financial Services sold 6,960 United Fire Group shares in Q3 2014, an estimated $204K.
  • Massachusetts Financial Services first reported a position in United Fire Group in Q1 2014 and held it in 2 quarters.
  • Massachusetts Financial Services's United Fire Group position peaked at $219K in Q1 2014.
  • 128 funds tracked by Wall St. Rank held United Fire Group as of Q3 2014.

Based on Massachusetts Financial Services's 13F filing for Q3 2014, filed 13 Nov 2014.