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Boston Advisors’s Universal Corp UVV Stock Holding History

Boston 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
2013
Q4 		– Sell
-134,195
Closed -$6.83M – 608
2013
Q3 		$6.83M Sell
134,195
-51,405
-28% -$2.84M 0.36% 89
2013
Q2 		$10.7M Buy
+185,600
New +$10.8M 0.52% 63

Other funds holding UVV

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Boston Advisors's UVV Position: Q4 2013 in Review

Boston Advisors sold out of Universal Corp (UVV) in Q4 2013, closing a stake of 134,195 shares — an estimated $6.83M sold.

Boston Advisors first reported a position in UVV in Q2 2013 and held it in 2 quarters. The position peaked at $10.7M in Q2 2013. 163 funds tracked by Wall St. Rank hold UVV as of Q4 2013.

  • Boston Advisors reported no remaining Universal Corp position as of Q4 2013 after selling out during the quarter.
  • Boston Advisors sold 134,195 Universal Corp shares in Q4 2013, an estimated $6.83M.
  • Boston Advisors first reported a position in Universal Corp in Q2 2013 and held it in 2 quarters.
  • Boston Advisors's Universal Corp position peaked at $10.7M in Q2 2013.
  • 163 funds tracked by Wall St. Rank held Universal Corp as of Q4 2013.

Based on Boston Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.