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Avantax Planning Partners’s Universal Insurance Holdings UVE Stock Holding History

Avantax Planning Partners’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-22
Closed -$1K – 1423
2018
Q1 		$1K Buy
+22
New +$661 ﹤0.01% 1761

Other funds holding UVE

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's UVE Position: Q2 2018 in Review

Avantax Planning Partners sold out of Universal Insurance Holdings (UVE) in Q2 2018, closing a stake of 22 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in UVE in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 225 funds tracked by Wall St. Rank hold UVE as of Q2 2018.

  • Avantax Planning Partners reported no remaining Universal Insurance Holdings position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 22 Universal Insurance Holdings shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Universal Insurance Holdings position peaked at $1K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.