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Tocqueville Asset Management’s United Fire Group UFCS Stock Holding History

Tocqueville Asset Management’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
2014
Q2 		– Sell
-113
Closed -$3K – 1796
2014
Q1 		$3K Buy
113
+8
+8% +$225 ﹤0.01% 1254
2013
Q4 		$3K Buy
+105
New +$3.14K ﹤0.01% 1271

Other funds holding UFCS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tocqueville Asset Management's UFCS Position: Q2 2014 in Review

Tocqueville Asset Management sold out of United Fire Group (UFCS) in Q2 2014, closing a stake of 113 shares — an estimated $3K sold.

Tocqueville Asset Management first reported a position in UFCS in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 132 funds tracked by Wall St. Rank hold UFCS as of Q2 2014.

  • Tocqueville Asset Management reported no remaining United Fire Group position as of Q2 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 113 United Fire Group shares in Q2 2014, an estimated $3K.
  • Tocqueville Asset Management first reported a position in United Fire Group in Q4 2013 and held it in 2 quarters.
  • Tocqueville Asset Management's United Fire Group position peaked at $3K in Q1 2014.
  • 132 funds tracked by Wall St. Rank held United Fire Group as of Q2 2014.

Based on Tocqueville Asset Management's 13F filing for Q2 2014, filed 30 Jul 2014.