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Stratos Wealth Partners’s United Fire Group UFCS Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-132
Closed -$7K – 2400
2018
Q3 		$7K Buy
+132
New +$7.04K ﹤0.01% 2335
2018
Q2 		– Sell
-132
Closed -$6K – 2479
2018
Q1 		$6K Hold
132
– – ﹤0.01% 2564
2017
Q4 		$6K Buy
+132
New +$6.17K ﹤0.01% 2351

Other funds holding UFCS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Stratos Wealth Partners's UFCS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of United Fire Group (UFCS) in Q4 2018, closing a stake of 132 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in UFCS in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 153 funds tracked by Wall St. Rank hold UFCS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining United Fire Group position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 132 United Fire Group shares in Q4 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in United Fire Group in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's United Fire Group position peaked at $7K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held United Fire Group as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.