AFAM Capital’s Universal Corp UVV Stock Holding History

AFAM Capital’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
2017 Q1	–	Sell	-17,716	Closed	-$1.13M	–	194
2016 Q4	$1.13M	Sell	17,716 -732	-4%	-$41.8K	0.17%	155
2016 Q3	$1.07M	Sell	18,448 -6,702	-27%	-$395K	0.17%	146
2016 Q2	$1.45M	Sell	25,150 -1,373	-5%	-$75.6K	0.24%	134
2016 Q1	$1.51M	Sell	26,523 -173	-0.6%	-$9.39K	0.25%	131
2015 Q4	$1.5M	Buy	26,696 +1,035	+4%	+$56.6K	0.23%	126
2015 Q3	$1.27M	Buy	25,661 +665	+3%	+$34.9K	0.19%	124
2015 Q2	$1.43M	Buy	24,996 +2,020	+9%	+$102K	0.19%	125
2015 Q1	$1.08M	Buy	+22,976	New	+$1.02M	0.14%	133

Other funds holding UVV

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AFAM Capital's UVV Position: Q1 2017 in Review

AFAM Capital sold out of Universal Corp (UVV) in Q1 2017, closing a stake of 17,716 shares — an estimated $1.13M sold.

AFAM Capital first reported a position in UVV in Q1 2015 and held it in 8 quarters. The position peaked at $1.51M in Q1 2016. 211 funds tracked by Wall St. Rank hold UVV as of Q1 2017.

AFAM Capital reported no remaining Universal Corp position as of Q1 2017 after selling out during the quarter.
AFAM Capital sold 17,716 Universal Corp shares in Q1 2017, an estimated $1.13M.
AFAM Capital first reported a position in Universal Corp in Q1 2015 and held it in 8 quarters.
AFAM Capital's Universal Corp position peaked at $1.51M in Q1 2016.
211 funds tracked by Wall St. Rank held Universal Corp as of Q1 2017.

Based on AFAM Capital's 13F filing for Q1 2017, filed 15 May 2017.