CFP
UVE icon

Cornerstone Financial Partners’s Universal Insurance Holdings UVE Stock Holding History

Cornerstone Financial Partners’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 		– Sell
-37,861
Closed -$927K – 146
2017
Q1 		$927K Sell
37,861
-806
-2% -$21.1K 0.31% 68
2016
Q4 		$1.1M Buy
+38,667
New +$921K 0.35% 62

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Cornerstone Financial Partners's UVE Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Universal Insurance Holdings (UVE) in Q2 2017, closing a stake of 37,861 shares — an estimated $927K sold.

Cornerstone Financial Partners first reported a position in UVE in Q4 2016 and held it in 2 quarters. The position peaked at $1.1M in Q4 2016. 169 funds tracked by Wall St. Rank hold UVE as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining Universal Insurance Holdings position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 37,861 Universal Insurance Holdings shares in Q2 2017, an estimated $927K.
  • Cornerstone Financial Partners first reported a position in Universal Insurance Holdings in Q4 2016 and held it in 2 quarters.
  • Cornerstone Financial Partners's Universal Insurance Holdings position peaked at $1.1M in Q4 2016.
  • 169 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.