UNITED FIRE GROUP INC
Q2 2014 13F-HR Holdings
Net value change ($000)
+5,164
(2.3%)
New positions
1
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2014
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| ABBV | 1,134 | 9.8% |
| ESS | 989 | NEW |
| WFC | 719 | 5.7% |
| SLB | 614 | 21.0% |
| ABT | 538 | 6.2% |
| SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 521 | 15.0% |
| LNT | 495 | 7.1% |
| Dow Chemical Company | 488 | 5.9% |
| SHEL | 373 | 12.8% |
| CMI | 359 | 3.6% |
Top Reduces (Value $000, Stocks/ETFs)
| WFC | -1,701 | -100.0% |
| BRE PROPERTIES INC | -1,130 | -100.0% |
| WTFC | -613 | -5.5% |
| BAC | -256 | -10.6% |
| CINF | -199 | -1.3% |
| CIT GROUP INC | -179 | -6.6% |
| JPM | -178 | -5.1% |
| PG | -153 | -2.5% |
| PFE | -98 | -7.6% |
| JOS A BANK CLOTHIERS INC | -96 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|