Envestnet Asset Management
UAM

Envestnet Asset Management’s Universal American Corp UAM Stock Holding History

Envestnet Asset Management’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-989
Closed -$7K – 2701
2013
Q4 		$7K Buy
989
+429
+77% +$3.2K ﹤0.01% 1906
2013
Q3 		$4K Hold
560
– – ﹤0.01% 2016
2013
Q2 		$5K Buy
+560
New +$5.08K ﹤0.01% 1905

Other funds holding UAM

PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return

Envestnet Asset Management's UAM Position: Q1 2014 in Review

Envestnet Asset Management sold out of Universal American Corp (UAM) in Q1 2014, closing a stake of 989 shares — an estimated $7K sold.

Envestnet Asset Management first reported a position in UAM in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 81 funds tracked by Wall St. Rank hold UAM as of Q1 2014.

  • Envestnet Asset Management reported no remaining Universal American Corp position as of Q1 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 989 Universal American Corp shares in Q1 2014, an estimated $7K.
  • Envestnet Asset Management first reported a position in Universal American Corp in Q2 2013 and held it in 3 quarters.
  • Envestnet Asset Management's Universal American Corp position peaked at $7K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held Universal American Corp as of Q1 2014.

Based on Envestnet Asset Management's 13F filing for Q1 2014, filed 12 May 2014.