United Capital Financial Advisors’s FBL Financial Group FFG Stock Holding History

United Capital Financial Advisors’s Portfolio FFG Stock Details FFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-76,500	Closed	-$5.98M	–	1299
2016 Q4	$5.98M	Buy	76,500 +401	+0.5%	+$28.8K	0.06%	343
2016 Q3	$4.87M	Buy	76,099 +502	+0.7%	+$31.7K	0.05%	383
2016 Q2	$4.61M	Buy	75,597 +551	+0.7%	+$33.3K	0.05%	372
2016 Q1	$4.62M	Buy	75,046 +2,973	+4%	+$175K	0.05%	351
2015 Q4	$4.59M	Buy	72,073 +447	+0.6%	+$28.8K	0.05%	351
2015 Q3	$4.41M	Buy	71,626 +479	+0.7%	+$27.5K	0.05%	343
2015 Q2	$4.11M	Buy	71,147 +481	+0.7%	+$28.5K	0.05%	392
2015 Q1	$4.12M	Buy	70,666 +2,712	+4%	+$154K	0.05%	375
2014 Q4	$3.94M	Buy	67,954 +416	+0.6%	+$21.2K	0.06%	297
2014 Q3	$3.02M	Buy	67,538 +524	+0.8%	+$23.6K	0.05%	337
2014 Q2	$3.08M	Hold	67,014	–	–	0.06%	318
2014 Q1	$2.9M	Hold	67,014	–	–	0.06%	297
2013 Q4	$3M	Hold	67,014	–	–	0.1%	190
2013 Q3	$3.01M	Hold	67,014	–	–	0.1%	201
2013 Q2	$2.92M	Buy	+67,014	New	+$2.71M	0.08%	260

Other funds holding FFG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's FFG Position: Q1 2017 in Review

United Capital Financial Advisors sold out of FBL Financial Group (FFG) in Q1 2017, closing a stake of 76,500 shares — an estimated $5.98M sold.

United Capital Financial Advisors first reported a position in FFG in Q2 2013 and held it in 15 quarters. The position peaked at $5.98M in Q4 2016. 95 funds tracked by Wall St. Rank hold FFG as of Q1 2017.

United Capital Financial Advisors reported no remaining FBL Financial Group position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 76,500 FBL Financial Group shares in Q1 2017, an estimated $5.98M.
United Capital Financial Advisors first reported a position in FBL Financial Group in Q2 2013 and held it in 15 quarters.
United Capital Financial Advisors's FBL Financial Group position peaked at $5.98M in Q4 2016.
95 funds tracked by Wall St. Rank held FBL Financial Group as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.