Tobias Financial Advisors’s United-Guardian UG Stock Holding History

Tobias Financial Advisors’s Portfolio UG Stock Details UG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-84	Closed	-$1K	–	271
2019 Q4	$1K	Buy	+84	New	+$1.61K	﹤0.01%	276

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Tobias Financial Advisors's UG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of United-Guardian (UG) in Q1 2020, closing a stake of 84 shares — an estimated $1K sold.

Tobias Financial Advisors first reported a position in UG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 33 funds tracked by Wall St. Rank hold UG as of Q1 2020.

Tobias Financial Advisors reported no remaining United-Guardian position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 84 United-Guardian shares in Q1 2020, an estimated $1K.
Tobias Financial Advisors first reported a position in United-Guardian in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's United-Guardian position peaked at $1K in Q4 2019.
33 funds tracked by Wall St. Rank held United-Guardian as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.