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MYCIO Wealth Partners’s United-Guardian UG Stock Holding History

MYCIO Wealth Partners’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
2015
Q4 		– Sell
-1,000
Closed -$18K – 826
2015
Q3 		$18K Hold
1,000
– – ﹤0.01% 467
2015
Q2 		$19K Hold
1,000
– – ﹤0.01% 440
2015
Q1 		$19K Hold
1,000
– – ﹤0.01% 413
2014
Q4 		$20K Hold
1,000
– – ﹤0.01% 397
2014
Q3 		$22K Buy
1,000
+250
+33% +$6.27K 0.01% 359
2014
Q2 		$21K Hold
750
– – ﹤0.01% 384
2014
Q1 		$22K Hold
750
– – 0.01% 376
2013
Q4 		$21K Buy
+750
New +$19.4K 0.01% 362

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
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 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
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

MYCIO Wealth Partners's UG Position: Q4 2015 in Review

MYCIO Wealth Partners sold out of United-Guardian (UG) in Q4 2015, closing a stake of 1,000 shares — an estimated $18K sold.

MYCIO Wealth Partners first reported a position in UG in Q4 2013 and held it in 8 quarters. The position peaked at $22K in Q3 2014. 27 funds tracked by Wall St. Rank hold UG as of Q4 2015.

  • MYCIO Wealth Partners reported no remaining United-Guardian position as of Q4 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,000 United-Guardian shares in Q4 2015, an estimated $18K.
  • MYCIO Wealth Partners first reported a position in United-Guardian in Q4 2013 and held it in 8 quarters.
  • MYCIO Wealth Partners's United-Guardian position peaked at $22K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held United-Guardian as of Q4 2015.

Based on MYCIO Wealth Partners's 13F filing for Q4 2015, filed 5 Feb 2016.