Capstone Investment Advisors
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Capstone Investment Advisors’s Universal Electronics UEIC Stock Holding History

Capstone Investment Advisors’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,797
Closed -$397K – 938
2017
Q1 		$397K Sell
5,797
-5,539
-49% -$366K 0.01% 652
2016
Q4 		$731K Buy
+11,336
New +$770K 0.02% 497

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Investment Advisors's UEIC Position: Q2 2017 in Review

Capstone Investment Advisors sold out of Universal Electronics (UEIC) in Q2 2017, closing a stake of 5,797 shares — an estimated $397K sold.

Capstone Investment Advisors first reported a position in UEIC in Q4 2016 and held it in 2 quarters. The position peaked at $731K in Q4 2016. 139 funds tracked by Wall St. Rank hold UEIC as of Q2 2017.

  • Capstone Investment Advisors reported no remaining Universal Electronics position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,797 Universal Electronics shares in Q2 2017, an estimated $397K.
  • Capstone Investment Advisors first reported a position in Universal Electronics in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Universal Electronics position peaked at $731K in Q4 2016.
  • 139 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.