CPP
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Crow Point Partners’s Universal Corp UVV Stock Holding History

Crow Point Partners’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
Q1 		– Sell
-2,345
Closed -$149K – 312
2016
Q4 		$149K Sell
2,345
-3,716
-61% -$212K 0.02% 131
2016
Q3 		$348K Buy
+6,061
New +$358K 0.05% 94
2015
Q3 		$348K Buy
+7,030
New +$369K 0.05% 145

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crow Point Partners's UVV Position: Q1 2017 in Review

Crow Point Partners sold out of Universal Corp (UVV) in Q1 2017, closing a stake of 2,345 shares — an estimated $149K sold.

Crow Point Partners first reported a position in UVV in Q3 2015 and held it in 3 quarters. The position peaked at $348K in Q3 2016. 211 funds tracked by Wall St. Rank hold UVV as of Q1 2017.

  • Crow Point Partners reported no remaining Universal Corp position as of Q1 2017 after selling out during the quarter.
  • Crow Point Partners sold 2,345 Universal Corp shares in Q1 2017, an estimated $149K.
  • Crow Point Partners first reported a position in Universal Corp in Q3 2015 and held it in 3 quarters.
  • Crow Point Partners's Universal Corp position peaked at $348K in Q3 2016.
  • 211 funds tracked by Wall St. Rank held Universal Corp as of Q1 2017.

Based on Crow Point Partners's 13F filing for Q1 2017, filed 15 May 2017.