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Avantax Planning Partners’s Universal Electronics UEIC Stock Holding History

Avantax Planning Partners’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-165
Closed -$6K – 1133
2018
Q3 		$6K Buy
+165
New +$6.46K ﹤0.01% 1054
2018
Q2 		– Sell
-217
Closed -$11K – 1401
2018
Q1 		$11K Buy
+217
New +$10.6K ﹤0.01% 1018

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Avantax Planning Partners's UEIC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Universal Electronics (UEIC) in Q4 2018, closing a stake of 165 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in UEIC in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 130 funds tracked by Wall St. Rank hold UEIC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Universal Electronics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 165 Universal Electronics shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Universal Electronics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Universal Electronics position peaked at $11K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.