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Baltimore-Washington Financial Advisors’s Universal Corp UVV Stock Holding History

Baltimore-Washington Financial Advisors’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
-2,300
Closed -$127K – 333
2014
Q2 		$127K Buy
+2,300
New +$125K 0.04% 122
2014
Q1 		– Sell
-2,300
Closed -$126K – 288
2013
Q4 		$126K Buy
+2,300
New +$119K 0.04% 119

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

Baltimore-Washington Financial Advisors's UVV Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Universal Corp (UVV) in Q3 2014, closing a stake of 2,300 shares — an estimated $127K sold.

Baltimore-Washington Financial Advisors first reported a position in UVV in Q4 2013 and held it in 2 quarters. The position peaked at $127K in Q2 2014. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Universal Corp position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,300 Universal Corp shares in Q3 2014, an estimated $127K.
  • Baltimore-Washington Financial Advisors first reported a position in Universal Corp in Q4 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Universal Corp position peaked at $127K in Q2 2014.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.