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D.A. Davidson & Co’s Universal Corp UVV Stock Holding History

D.A. Davidson & Co’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
-244
Closed -$15K – 2499
2016
Q4 		$15K Hold
244
– – ﹤0.01% 2013
2016
Q3 		$14K Sell
244
-1,980
-89% -$117K ﹤0.01% 1965
2016
Q2 		$128K Sell
2,224
-263
-11% -$14.5K ﹤0.01% 1032
2016
Q1 		$140K Buy
2,487
+244
+11% +$13.2K ﹤0.01% 979
2015
Q4 		$125K Hold
2,243
– – ﹤0.01% 1030
2015
Q3 		$110K Sell
2,243
-999
-31% -$52.5K ﹤0.01% 1063
2015
Q2 		$185K Sell
3,242
-150
-4% -$7.59K 0.01% 902
2015
Q1 		$159K Hold
3,392
– – 0.01% 954
2014
Q4 		$148K Buy
3,392
+3,242
+2,161% +$137K ﹤0.01% 971
2014
Q3 		$6K Hold
150
– – ﹤0.01% 1911
2014
Q2 		$8K Buy
+150
New +$8.17K ﹤0.01% 1846

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.A. Davidson & Co's UVV Position: Q1 2017 in Review

D.A. Davidson & Co sold out of Universal Corp (UVV) in Q1 2017, closing a stake of 244 shares — an estimated $15K sold.

D.A. Davidson & Co first reported a position in UVV in Q2 2014 and held it in 11 quarters. The position peaked at $185K in Q2 2015. 211 funds tracked by Wall St. Rank hold UVV as of Q1 2017.

  • D.A. Davidson & Co reported no remaining Universal Corp position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 244 Universal Corp shares in Q1 2017, an estimated $15K.
  • D.A. Davidson & Co first reported a position in Universal Corp in Q2 2014 and held it in 11 quarters.
  • D.A. Davidson & Co's Universal Corp position peaked at $185K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held Universal Corp as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.