RJFSA
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Raymond James Financial Services Advisors’s United-Guardian UG Stock Holding History

Raymond James Financial Services Advisors’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
2016
Q4 		– Sell
-10,134
Closed -$149K – 2439
2016
Q3 		$149K Sell
10,134
-2,637
-21% -$39.8K ﹤0.01% 2100
2016
Q2 		$205K Buy
+12,771
New +$226K ﹤0.01% 1966

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Raymond James Financial Services Advisors's UG Position: Q4 2016 in Review

Raymond James Financial Services Advisors sold out of United-Guardian (UG) in Q4 2016, closing a stake of 10,134 shares — an estimated $149K sold.

Raymond James Financial Services Advisors first reported a position in UG in Q2 2016 and held it in 2 quarters. The position peaked at $205K in Q2 2016. 31 funds tracked by Wall St. Rank hold UG as of Q4 2016.

  • Raymond James Financial Services Advisors reported no remaining United-Guardian position as of Q4 2016 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,134 United-Guardian shares in Q4 2016, an estimated $149K.
  • Raymond James Financial Services Advisors first reported a position in United-Guardian in Q2 2016 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's United-Guardian position peaked at $205K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q4 2016.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.