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McKinley Capital Management’s United Fire Group UFCS Stock Holding History

McKinley Capital Management’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
Q3 		– Sell
-71,141
Closed -$3.02M – 583
2016
Q2 		$3.02M Buy
71,141
+107
+0.2% +$4.55K 0.15% 158
2016
Q1 		$3.11M Buy
+71,034
New +$2.8M 0.15% 150

Other funds holding UFCS

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

McKinley Capital Management's UFCS Position: Q3 2016 in Review

McKinley Capital Management sold out of United Fire Group (UFCS) in Q3 2016, closing a stake of 71,141 shares — an estimated $3.02M sold.

McKinley Capital Management first reported a position in UFCS in Q1 2016 and held it in 2 quarters. The position peaked at $3.11M in Q1 2016. 145 funds tracked by Wall St. Rank hold UFCS as of Q3 2016.

  • McKinley Capital Management reported no remaining United Fire Group position as of Q3 2016 after selling out during the quarter.
  • McKinley Capital Management sold 71,141 United Fire Group shares in Q3 2016, an estimated $3.02M.
  • McKinley Capital Management first reported a position in United Fire Group in Q1 2016 and held it in 2 quarters.
  • McKinley Capital Management's United Fire Group position peaked at $3.11M in Q1 2016.
  • 145 funds tracked by Wall St. Rank held United Fire Group as of Q3 2016.

Based on McKinley Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.