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Rotella Capital Management’s United Fire Group UFCS Stock Holding History

Rotella Capital 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
2016
Q1 		– Sell
-10,920
Closed -$418K – 233
2015
Q4 		$418K Sell
10,920
-23,840
-69% -$905K 0.37% 114
2015
Q3 		$1.22M Buy
+34,760
New +$1.2M 0.39% 125

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 16.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rotella Capital Management's UFCS Position: Q1 2016 in Review

Rotella Capital Management sold out of United Fire Group (UFCS) in Q1 2016, closing a stake of 10,920 shares — an estimated $418K sold.

Rotella Capital Management first reported a position in UFCS in Q3 2015 and held it in 2 quarters. The position peaked at $1.22M in Q3 2015. 158 funds tracked by Wall St. Rank hold UFCS as of Q1 2016.

  • Rotella Capital Management reported no remaining United Fire Group position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 10,920 United Fire Group shares in Q1 2016, an estimated $418K.
  • Rotella Capital Management first reported a position in United Fire Group in Q3 2015 and held it in 2 quarters.
  • Rotella Capital Management's United Fire Group position peaked at $1.22M in Q3 2015.
  • 158 funds tracked by Wall St. Rank held United Fire Group as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.