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TD Private Client Wealth’s United Fire Group UFCS Stock Holding History

TD Private Client Wealth’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
2020
Q3 		– Sell
-16
Closed -$443 – 1149
2020
Q2 		$443 Buy
+16
New +$451 ﹤0.01% 1037
2020
Q1 		– Sell
-8
Closed -$350 – 1129
2019
Q4 		$350 Buy
+8
New +$358 ﹤0.01% 1034

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's UFCS Position: Q3 2020 in Review

TD Private Client Wealth sold out of United Fire Group (UFCS) in Q3 2020, closing a stake of 16 shares — an estimated $443 sold.

TD Private Client Wealth first reported a position in UFCS in Q4 2019 and held it in 2 quarters. The position peaked at $443 in Q2 2020. 119 funds tracked by Wall St. Rank hold UFCS as of Q3 2020.

  • TD Private Client Wealth reported no remaining United Fire Group position as of Q3 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 16 United Fire Group shares in Q3 2020, an estimated $443.
  • TD Private Client Wealth first reported a position in United Fire Group in Q4 2019 and held it in 2 quarters.
  • TD Private Client Wealth's United Fire Group position peaked at $443 in Q2 2020.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q3 2020.

Based on TD Private Client Wealth's 13F filing for Q3 2020, filed 16 Aug 2024.