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QS Batterymarch Financial Management’s United Fire Group UFCS Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$1.99M Sell
71,669
-7,660
-10% -$222K 0.05% 413
2014
Q2 		$2.33M Sell
79,329
-4,100
-5% -$117K 0.06% 405
2014
Q1 		$2.53M Buy
83,429
+19,100
+30% +$536K 0.05% 451
2013
Q4 		$1.84M Buy
64,329
+45,220
+237% +$1.35M 0.04% 504
2013
Q3 		$583K Buy
+19,109
New +$549K 0.01% 696

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $4.36B AUM 40.56% 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 $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

QS Batterymarch Financial Management's UFCS Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its United Fire Group (UFCS) stake by 9.7% in Q3 2014, selling an estimated $222K and leaving 71,669 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #413.

QS Batterymarch Financial Management first reported a position in UFCS in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2014. 127 funds tracked by Wall St. Rank hold UFCS as of Q3 2014.

  • QS Batterymarch Financial Management held 71,669 shares of United Fire Group worth $1.99M as of Q3 2014.
  • QS Batterymarch Financial Management sold 7,660 United Fire Group shares in Q3 2014, an estimated $222K.
  • United Fire Group made up 0.05% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #413 holding.
  • QS Batterymarch Financial Management first reported a position in United Fire Group in Q3 2013 and has held it in 5 quarters since.
  • QS Batterymarch Financial Management's United Fire Group position peaked at $2.53M in Q1 2014.
  • 127 funds tracked by Wall St. Rank held United Fire Group as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.