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Boston Private Bank & Trust’s Universal Insurance Holdings UVE Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-478
Closed -$10K – 1116
2014
Q4 		$10K Buy
+478
New +$8.35K ﹤0.01% 861

Other funds holding UVE

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's UVE Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Universal Insurance Holdings (UVE) in Q1 2015, closing a stake of 478 shares — an estimated $10K sold.

Boston Private Bank & Trust first reported a position in UVE in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 152 funds tracked by Wall St. Rank hold UVE as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Universal Insurance Holdings position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 478 Universal Insurance Holdings shares in Q1 2015, an estimated $10K.
  • Boston Private Bank & Trust first reported a position in Universal Insurance Holdings in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Universal Insurance Holdings position peaked at $10K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.