PhiloSmith Capital’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-99,990
| Closed | -$4.69M | – | 39 |
|
|
2017
Q4 | $4.69M | Buy |
99,990
+83,140
| +493% | +$3.9M | 3.25% | 16 |
|
|
2017
Q3 | $829K | Buy |
16,850
+11,350
| +206% | +$558K | 0.57% | 25 |
|
|
2017
Q2 | $242K | Hold |
5,500
| – | – | 0.18% | 28 |
|
|
2017
Q1 | $235K | Hold |
5,500
| – | – | 0.17% | 28 |
|
|
2016
Q4 | $270K | Buy |
+5,500
| New | +$270K | 0.21% | 26 |
|