UCFA
PRA

United Capital Financial Advisors’s ProAssurance PRA Stock Holding History

United Capital Financial Advisors’s Portfolio PRA Stock Details PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,170
Closed -$147K – 1217
2020
Q2 		$147K Hold
10,170
– – ﹤0.01% 1127
2020
Q1 		$254K Sell
10,170
-3,642
-26% -$110K ﹤0.01% 1012
2019
Q4 		$499K Hold
13,812
– – ﹤0.01% 990
2019
Q3 		$556K Sell
13,812
-399
-3% -$15.5K ﹤0.01% 924
2019
Q2 		$513K Buy
+14,211
New +$529K ﹤0.01% 1042
2019
Q1 		– Sell
-5,603
Closed -$227K – 1391
2018
Q4 		$227K Sell
5,603
-197
-3% -$8.45K ﹤0.01% 1159
2018
Q3 		$272K Buy
+5,800
New +$255K ﹤0.01% 1146
2018
Q2 		– Sell
-4,315
Closed -$209K – 1350
2018
Q1 		$209K Sell
4,315
-154
-3% -$8K ﹤0.01% 1218
2017
Q4 		$255K Sell
4,469
-50
-1% -$2.92K ﹤0.01% 1167
2017
Q3 		$247K Hold
4,519
– – ﹤0.01% 1180
2017
Q2 		$275K Buy
4,519
+13
+0.3% +$780 ﹤0.01% 1102
2017
Q1 		$271K Buy
4,506
+301
+7% +$17.3K ﹤0.01% 1081
2016
Q4 		$236K Sell
4,205
-311
-7% -$17.2K ﹤0.01% 1118
2016
Q3 		$237K Sell
4,516
-59
-1% -$3.13K ﹤0.01% 1140
2016
Q2 		$247K Buy
4,575
+126
+3% +$6.31K ﹤0.01% 1101
2016
Q1 		$225K Buy
+4,449
New +$220K ﹤0.01% 1090
2013
Q3 		– Sell
-4,283
Closed -$223K – 734
2013
Q2 		$223K Buy
+4,283
New +$213K 0.01% 641

Other funds holding PRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return

United Capital Financial Advisors's PRA Position: Q3 2020 in Review

United Capital Financial Advisors sold out of ProAssurance (PRA) in Q3 2020, closing a stake of 10,170 shares — an estimated $147K sold.

United Capital Financial Advisors first reported a position in PRA in Q2 2013 and held it in 17 quarters. The position peaked at $556K in Q3 2019. 167 funds tracked by Wall St. Rank hold PRA as of Q3 2020.

  • United Capital Financial Advisors reported no remaining ProAssurance position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,170 ProAssurance shares in Q3 2020, an estimated $147K.
  • United Capital Financial Advisors first reported a position in ProAssurance in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's ProAssurance position peaked at $556K in Q3 2019.
  • 167 funds tracked by Wall St. Rank held ProAssurance as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.