UBS AM’s FBL Financial Group FFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,041
| Closed | -$506K | – | 2804 |
|
|
2021
Q1 | $506K | Hold |
9,041
| – | – | ﹤0.01% | 2386 |
|
|
2020
Q4 | $475K | Buy |
9,041
+4,141
| +85% | +$213K | ﹤0.01% | 2316 |
|
|
2020
Q3 | $236K | Buy |
+4,900
| New | +$195K | ﹤0.01% | 2363 |
|
|
2020
Q1 | – | Sell |
-5,042
| Closed | -$297K | – | 2548 |
|
|
2019
Q4 | $297K | Buy |
5,042
+1,517
| +43% | +$87.3K | ﹤0.01% | 2371 |
|
|
2019
Q3 | $210K | Buy |
+3,525
| New | +$210K | ﹤0.01% | 2568 |
|
|
2016
Q4 | – | Sell |
-4,401
| Closed | -$282K | – | 2741 |
|
|
2016
Q3 | $282K | Hold |
4,401
| – | – | ﹤0.01% | 2300 |
|
|
2016
Q2 | $267K | Hold |
4,401
| – | – | ﹤0.01% | 2280 |
|
|
2016
Q1 | $271K | Sell |
4,401
-800
| -15% | -$47.1K | ﹤0.01% | 2265 |
|
|
2015
Q4 | $331K | Buy |
5,201
+901
| +21% | +$58K | ﹤0.01% | 2294 |
|
|
2015
Q3 | $265K | Hold |
4,300
| – | – | ﹤0.01% | 2355 |
|
|
2015
Q2 | $248K | Hold |
4,300
| – | – | ﹤0.01% | 2480 |
|
|
2015
Q1 | $267K | Hold |
4,300
| – | – | ﹤0.01% | 2333 |
|
|
2014
Q4 | $250K | Buy |
+4,300
| New | +$219K | ﹤0.01% | 2341 |
|
UBS AM's FFG Position: Q2 2021 in Review
UBS AM sold out of FBL Financial Group (FFG) in Q2 2021, closing a stake of 9,041 shares — an estimated $506K sold.
UBS AM first reported a position in FFG in Q4 2014 and held it in 13 quarters. The position peaked at $506K in Q1 2021. 0 funds tracked by Wall St. Rank hold FFG as of Q2 2021.
- UBS AM reported no remaining FBL Financial Group position as of Q2 2021 after selling out during the quarter.
- UBS AM sold 9,041 FBL Financial Group shares in Q2 2021, an estimated $506K.
- UBS AM first reported a position in FBL Financial Group in Q4 2014 and held it in 13 quarters.
- UBS AM's FBL Financial Group position peaked at $506K in Q1 2021.
- 0 funds tracked by Wall St. Rank held FBL Financial Group as of Q2 2021.
Based on UBS AM's 13F filing for Q2 2021, filed 16 Aug 2021.