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Steward Partners Investment Advisory’s United Fire Group UFCS Stock Holding History

Steward Partners Investment Advisory’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
2018
Q3 		– Sell
-28
Closed -$2K – 2709
2018
Q2 		$2K Buy
+28
New +$1.46K ﹤0.01% 2259

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State Street
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Northern Trust
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Steward Partners Investment Advisory's UFCS Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of United Fire Group (UFCS) in Q3 2018, closing a stake of 28 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in UFCS in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 145 funds tracked by Wall St. Rank hold UFCS as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining United Fire Group position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 28 United Fire Group shares in Q3 2018, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in United Fire Group in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's United Fire Group position peaked at $2K in Q2 2018.
  • 145 funds tracked by Wall St. Rank held United Fire Group as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.