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TFS Capital’s United Fire Group UFCS Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-5,042
Closed -$222K – 338
2017
Q2 		$222K Sell
5,042
-4,162
-45% -$181K 0.09% 415
2017
Q1 		$394K Buy
+9,204
New +$414K 0.13% 297
2016
Q4 		– Sell
-9,769
Closed -$413K – 897
2016
Q3 		$413K Sell
9,769
-16,573
-63% -$706K 0.1% 285
2016
Q2 		$1.12M Buy
26,342
+12,576
+91% +$534K 0.21% 151
2016
Q1 		$603K Buy
+13,766
New +$542K 0.09% 392
2015
Q4 		– Sell
-34,550
Closed -$1.21M – 902
2015
Q3 		$1.21M Buy
34,550
+20,179
+140% +$698K 0.12% 287
2015
Q2 		$471K Buy
14,371
+2,698
+23% +$84.4K 0.05% 550
2015
Q1 		$371K Buy
+11,673
New +$343K 0.04% 628
2014
Q3 		– Sell
-40,662
Closed -$1.19M – 1215
2014
Q2 		$1.19M Buy
40,662
+29,697
+271% +$848K 0.09% 349
2014
Q1 		$333K Sell
10,965
-79,846
-88% -$2.24M 0.02% 962
2013
Q4 		$2.6M Buy
90,811
+2,987
+3% +$89.2K 0.12% 245
2013
Q3 		$2.68M Buy
87,824
+25,936
+42% +$745K 0.12% 237
2013
Q2 		$1.54M Buy
+61,888
New +$1.72M 0.06% 440

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFS Capital's UFCS Position: Q3 2017 in Review

TFS Capital sold out of United Fire Group (UFCS) in Q3 2017, closing a stake of 5,042 shares — an estimated $222K sold.

TFS Capital first reported a position in UFCS in Q2 2013 and held it in 13 quarters. The position peaked at $2.68M in Q3 2013. 140 funds tracked by Wall St. Rank hold UFCS as of Q3 2017.

  • TFS Capital reported no remaining United Fire Group position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 5,042 United Fire Group shares in Q3 2017, an estimated $222K.
  • TFS Capital first reported a position in United Fire Group in Q2 2013 and held it in 13 quarters.
  • TFS Capital's United Fire Group position peaked at $2.68M in Q3 2013.
  • 140 funds tracked by Wall St. Rank held United Fire Group as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.