RA
UFCS icon

Rational Advisors’s United Fire Group UFCS Stock Holding History

Rational Advisors’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
Q2 		– Sell
-4,075
Closed -$179K – 271
2016
Q1 		$179K Buy
+4,075
New +$161K 0.12% 148

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 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 $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rational Advisors's UFCS Position: Q2 2016 in Review

Rational Advisors sold out of United Fire Group (UFCS) in Q2 2016, closing a stake of 4,075 shares — an estimated $179K sold.

Rational Advisors first reported a position in UFCS in Q1 2016 and held it in 1 quarter. The position peaked at $179K in Q1 2016. 146 funds tracked by Wall St. Rank hold UFCS as of Q2 2016.

  • Rational Advisors reported no remaining United Fire Group position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 4,075 United Fire Group shares in Q2 2016, an estimated $179K.
  • Rational Advisors first reported a position in United Fire Group in Q1 2016 and held it in 1 quarter.
  • Rational Advisors's United Fire Group position peaked at $179K in Q1 2016.
  • 146 funds tracked by Wall St. Rank held United Fire Group as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.