DADC
UVE icon

D.A. Davidson & Co’s Universal Insurance Holdings UVE Stock Holding History

D.A. Davidson & Co’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
2014
Q2 		– Sell
-4,050
Closed -$51K – 2178
2014
Q1 		$51K Hold
4,050
– – ﹤0.01% 1392
2013
Q4 		$58K Buy
+4,050
New +$38.9K ﹤0.01% 1279

Other funds holding UVE

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.A. Davidson & Co's UVE Position: Q2 2014 in Review

D.A. Davidson & Co sold out of Universal Insurance Holdings (UVE) in Q2 2014, closing a stake of 4,050 shares — an estimated $51K sold.

D.A. Davidson & Co first reported a position in UVE in Q4 2013 and held it in 2 quarters. The position peaked at $58K in Q4 2013. 121 funds tracked by Wall St. Rank hold UVE as of Q2 2014.

  • D.A. Davidson & Co reported no remaining Universal Insurance Holdings position as of Q2 2014 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,050 Universal Insurance Holdings shares in Q2 2014, an estimated $51K.
  • D.A. Davidson & Co first reported a position in Universal Insurance Holdings in Q4 2013 and held it in 2 quarters.
  • D.A. Davidson & Co's Universal Insurance Holdings position peaked at $58K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2014.

Based on D.A. Davidson & Co's 13F filing for Q2 2014, filed 29 Jul 2014.