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Archford Capital Strategies’s Universal Corp UVV Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-145
Closed -$8.03K – 818
2014
Q2 		$8.03K Hold
145
– – 0.01% 442
2014
Q1 		$8.1K Buy
+145
New +$7.93K 0.01% 465

Other funds holding UVV

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Archford Capital Strategies's UVV Position: Q3 2014 in Review

Archford Capital Strategies sold out of Universal Corp (UVV) in Q3 2014, closing a stake of 145 shares — an estimated $8.03K sold.

Archford Capital Strategies first reported a position in UVV in Q1 2014 and held it in 2 quarters. The position peaked at $8.1K in Q1 2014. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2014.

  • Archford Capital Strategies reported no remaining Universal Corp position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 145 Universal Corp shares in Q3 2014, an estimated $8.03K.
  • Archford Capital Strategies first reported a position in Universal Corp in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Universal Corp position peaked at $8.1K in Q1 2014.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.