Bruderman Asset Management’s Universal Corp UVV Stock Holding History

Bruderman Asset Management’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
2017 Q3	–	Sell	-1,115	Closed	-$72K	–	308
2017 Q2	$72K	Buy	+1,115	New	+$77.4K	0.02%	179
2017 Q1	–	Sell	-1,518	Closed	-$97K	–	308
2016 Q4	$97K	Buy	1,518 +14	+0.9%	+$799	0.03%	154
2016 Q3	$88K	Buy	1,504 +13	+0.9%	+$767	0.03%	164
2016 Q2	$86K	Buy	1,491 +1,081	+264%	+$59.5K	0.03%	170
2016 Q1	$23K	Buy	+410	New	+$22.3K	0.01%	258
2015 Q3	–	Sell	-210	Closed	-$12K	–	452
2015 Q2	$12K	Buy	+210	New	+$10.6K	﹤0.01%	337

Other funds holding UVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bruderman Asset Management's UVV Position: Q3 2017 in Review

Bruderman Asset Management sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 1,115 shares — an estimated $72K sold.

Bruderman Asset Management first reported a position in UVV in Q2 2015 and held it in 6 quarters. The position peaked at $97K in Q4 2016. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

Bruderman Asset Management reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
Bruderman Asset Management sold 1,115 Universal Corp shares in Q3 2017, an estimated $72K.
Bruderman Asset Management first reported a position in Universal Corp in Q2 2015 and held it in 6 quarters.
Bruderman Asset Management's Universal Corp position peaked at $97K in Q4 2016.
174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.