PWAP
UG icon

Private Wealth Advisors (Pennsylvania)’s United-Guardian UG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2014
Q3 		– Sell
-7,000
Closed -$200K – 123
2014
Q2 		$200K Hold
7,000
– – 0.1% 125
2014
Q1 		$205K Buy
+7,000
New +$197K 0.11% 120

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
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
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s UG Position: Q3 2014 in Review

Private Wealth Advisors (Pennsylvania) sold out of United-Guardian (UG) in Q3 2014, closing a stake of 7,000 shares — an estimated $200K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in UG in Q1 2014 and held it in 2 quarters. The position peaked at $205K in Q1 2014. 31 funds tracked by Wall St. Rank hold UG as of Q3 2014.

  • Private Wealth Advisors (Pennsylvania) reported no remaining United-Guardian position as of Q3 2014 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 7,000 United-Guardian shares in Q3 2014, an estimated $200K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in United-Guardian in Q1 2014 and held it in 2 quarters.
  • Private Wealth Advisors (Pennsylvania)'s United-Guardian position peaked at $205K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2014.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2014, filed 28 Oct 2014.