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Chicago Partners Investment Group’s Universal Insurance Holdings UVE Stock Holding History

Chicago Partners Investment Group’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
2018
Q3 		– Sell
-420
Closed -$15K – 1104
2018
Q2 		$15K Hold
420
– – ﹤0.01% 722
2018
Q1 		$13K Buy
+420
New +$12.6K ﹤0.01% 730

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Chicago Partners Investment Group's UVE Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of Universal Insurance Holdings (UVE) in Q3 2018, closing a stake of 420 shares — an estimated $15K sold.

Chicago Partners Investment Group first reported a position in UVE in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 234 funds tracked by Wall St. Rank hold UVE as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining Universal Insurance Holdings position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 420 Universal Insurance Holdings shares in Q3 2018, an estimated $15K.
  • Chicago Partners Investment Group first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 2 quarters.
  • Chicago Partners Investment Group's Universal Insurance Holdings position peaked at $15K in Q2 2018.
  • 234 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.