BCMIO
UVV icon

Beacon Capital Management Inc (Ohio)’s Universal Corp UVV Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q4 		– Sell
-50
Closed -$2K – 224
2014
Q3 		$2K Hold
50
– – ﹤0.01% 206
2014
Q2 		$3K Hold
50
– – ﹤0.01% 202
2014
Q1 		$3K Hold
50
– – ﹤0.01% 201
2013
Q4 		$3K Buy
+50
New +$2.6K ﹤0.01% 195

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s UVV Position: Q4 2014 in Review

Beacon Capital Management Inc (Ohio) sold out of Universal Corp (UVV) in Q4 2014, closing a stake of 50 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UVV in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 163 funds tracked by Wall St. Rank hold UVV as of Q4 2014.

  • Beacon Capital Management Inc (Ohio) reported no remaining Universal Corp position as of Q4 2014 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 50 Universal Corp shares in Q4 2014, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Universal Corp in Q4 2013 and held it in 4 quarters.
  • Beacon Capital Management Inc (Ohio)'s Universal Corp position peaked at $3K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held Universal Corp as of Q4 2014.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2014, filed 13 Jan 2015.