AIM
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Advantage Investment Management’s Universal Corp UVV Stock Holding History

Advantage Investment Management’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-108
Closed -$6K – 1020
2016
Q3 		$6K Buy
+108
New +$6.37K ﹤0.01% 713
2015
Q4 		– Sell
-600
Closed -$30K – 897
2015
Q3 		$30K Hold
600
– – 0.02% 382
2015
Q2 		$34K Hold
600
– – 0.02% 393
2015
Q1 		$28K Buy
600
+200
+50% +$8.85K 0.02% 415
2014
Q4 		$18K Buy
+400
New +$16.9K 0.01% 446

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advantage Investment Management's UVV Position: Q4 2016 in Review

Advantage Investment Management sold out of Universal Corp (UVV) in Q4 2016, closing a stake of 108 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in UVV in Q4 2014 and held it in 5 quarters. The position peaked at $34K in Q2 2015. 201 funds tracked by Wall St. Rank hold UVV as of Q4 2016.

  • Advantage Investment Management reported no remaining Universal Corp position as of Q4 2016 after selling out during the quarter.
  • Advantage Investment Management sold 108 Universal Corp shares in Q4 2016, an estimated $6K.
  • Advantage Investment Management first reported a position in Universal Corp in Q4 2014 and held it in 5 quarters.
  • Advantage Investment Management's Universal Corp position peaked at $34K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held Universal Corp as of Q4 2016.

Based on Advantage Investment Management's 13F filing for Q4 2016, filed 17 Feb 2017.