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Brookstone Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Brookstone Capital Management’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
Q3 		– Sell
-38
Closed -$1K – 2145
2015
Q2 		$1K Buy
+38
New +$969 ﹤0.01% 2024

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Brookstone Capital Management's UVE Position: Q3 2015 in Review

Brookstone Capital Management sold out of Universal Insurance Holdings (UVE) in Q3 2015, closing a stake of 38 shares — an estimated $1K sold.

Brookstone Capital Management first reported a position in UVE in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 176 funds tracked by Wall St. Rank hold UVE as of Q3 2015.

  • Brookstone Capital Management reported no remaining Universal Insurance Holdings position as of Q3 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 38 Universal Insurance Holdings shares in Q3 2015, an estimated $1K.
  • Brookstone Capital Management first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 1 quarter.
  • Brookstone Capital Management's Universal Insurance Holdings position peaked at $1K in Q2 2015.
  • 176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2015.

Based on Brookstone Capital Management's 13F filing for Q3 2015, filed 28 Oct 2015.