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Wealthspire Advisors (Maryland)’s United Fire Group UFCS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-46
Closed -$2K – 1939
2019
Q1 		$2K Sell
46
-21
-31% -$1.05K ﹤0.01% 2213
2018
Q4 		$4K Buy
67
+21
+46% +$1.08K ﹤0.01% 1870
2018
Q3 		$2K Hold
46
– – ﹤0.01% 2198
2018
Q2 		$3K Hold
46
– – ﹤0.01% 2058
2018
Q1 		$2K Hold
46
– – ﹤0.01% 2216
2017
Q4 		$2K Buy
46
+40
+667% +$1.87K ﹤0.01% 2176
2017
Q3 		$0 Buy
+6
New +$260 ﹤0.01% 2464

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Dimensional Fund Advisors
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EARNEST Partners
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State Street
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Northern Trust
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return