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Reilly Financial Advisors’s United Fire Group UFCS Stock Holding History

Reilly Financial 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
2013
Q3 		– Sell
-114
Closed -$3K – 798
2013
Q2 		$3K Buy
+114
New +$3.17K ﹤0.01% 714

Other funds holding UFCS

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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 $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Reilly Financial Advisors's UFCS Position: Q3 2013 in Review

Reilly Financial Advisors sold out of United Fire Group (UFCS) in Q3 2013, closing a stake of 114 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in UFCS in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 124 funds tracked by Wall St. Rank hold UFCS as of Q3 2013.

  • Reilly Financial Advisors reported no remaining United Fire Group position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 114 United Fire Group shares in Q3 2013, an estimated $3K.
  • Reilly Financial Advisors first reported a position in United Fire Group in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's United Fire Group position peaked at $3K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held United Fire Group as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.