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UBS’s United Fire Group UFCS Stock Holding History

UBS’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
Q3 		$233K Buy
8,378
+975
+13% +$28.2K ﹤0.01% 5037
2014
Q2 		$217K Sell
7,403
-734
-9% -$21K ﹤0.01% 5064
2014
Q1 		$247K Sell
8,137
-1,573
-16% -$44.2K ﹤0.01% 4976
2013
Q4 		$278K Sell
9,710
-555
-5% -$16.6K ﹤0.01% 4930
2013
Q3 		$313K Buy
10,265
+2,694
+36% +$77.4K ﹤0.01% 4650
2013
Q2 		$188K Buy
+7,571
New +$210K ﹤0.01% 5164

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $4.36B AUM 40.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

UBS's UFCS Position: Q3 2014 in Review

UBS increased its United Fire Group (UFCS) stake by 13% in Q3 2014, buying an estimated $28.2K and bringing the position to 8,378 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #5037.

UBS first reported a position in UFCS in Q2 2013 and has held it in 6 quarters since. The position peaked at $313K in Q3 2013. 128 funds tracked by Wall St. Rank hold UFCS as of Q3 2014.

  • UBS held 8,378 shares of United Fire Group worth $233K as of Q3 2014.
  • UBS bought 975 United Fire Group shares in Q3 2014, an estimated $28.2K.
  • United Fire Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5037 holding.
  • UBS first reported a position in United Fire Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's United Fire Group position peaked at $313K in Q3 2013.
  • 128 funds tracked by Wall St. Rank held United Fire Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.