Capstone Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Capstone Asset 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
2017 Q2	$359K	Sell	14,260 -690	-5%	-$17K	0.01%	1127
2017 Q1	$366K	Sell	14,950 -1,040	-7%	-$27.2K	0.01%	1127
2016 Q4	$454K	Sell	15,990 -2,750	-15%	-$65.5K	0.01%	1001
2016 Q3	$472K	Sell	18,740 -150	-0.8%	-$3.37K	0.01%	999
2016 Q2	$351K	Buy	18,890 +2,950	+19%	+$53.3K	0.01%	1193
2016 Q1	$284K	Sell	15,940 -520	-3%	-$9.64K	0.01%	1300
2015 Q4	$382K	Sell	16,460 -690	-4%	-$19K	0.01%	1104
2015 Q3	$507K	Buy	17,150 +390	+2%	+$10.5K	0.02%	908
2015 Q2	$406K	Sell	16,760 -8,350	-33%	-$213K	0.01%	1105
2015 Q1	$643K	Buy	25,110 +1,090	+5%	+$25.6K	0.02%	922
2014 Q4	$491K	Buy	24,020 +9,870	+70%	+$172K	0.01%	1061
2014 Q3	$183K	Buy	14,150 +170	+1%	+$2.22K	0.01%	1581
2014 Q2	$181K	Buy	13,980 +2,866	+26%	+$37.7K	0.01%	1607
2014 Q1	$141K	Buy	+11,114	New	+$141K	﹤0.01%	1700

Other funds holding UVE

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

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Capstone Asset Management's UVE Position: Q2 2017 in Review

Capstone Asset Management reduced its Universal Insurance Holdings (UVE) stake by 4.6% in Q2 2017, selling an estimated $17K and leaving 14,260 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1127.

Capstone Asset Management first reported a position in UVE in Q1 2014 and has held it in 14 quarters since. The position peaked at $643K in Q1 2015. 169 funds tracked by Wall St. Rank hold UVE as of Q2 2017.

Capstone Asset Management held 14,260 shares of Universal Insurance Holdings worth $359K as of Q2 2017.
Capstone Asset Management sold 690 Universal Insurance Holdings shares in Q2 2017, an estimated $17K.
Universal Insurance Holdings made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1127 holding.
Capstone Asset Management first reported a position in Universal Insurance Holdings in Q1 2014 and has held it in 14 quarters since.
Capstone Asset Management's Universal Insurance Holdings position peaked at $643K in Q1 2015.
169 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.