ES
UVV icon

Equitec Specialists’s Universal Corp UVV Stock Holding History

Equitec Specialists’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
Q3 		– Sell
-3,151
Closed -$204K – 118
2017
Q2 		$204K Sell
3,151
-27,700
-90% -$1.92M 0.03% 67
2017
Q1 		$2.18M Buy
+30,851
New +$2.15M 0.48% 22

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Equitec Specialists's UVV Position: Q3 2017 in Review

Equitec Specialists sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 3,151 shares — an estimated $204K sold.

Equitec Specialists first reported a position in UVV in Q1 2017 and held it in 2 quarters. The position peaked at $2.18M in Q1 2017. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

  • Equitec Specialists reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
  • Equitec Specialists sold 3,151 Universal Corp shares in Q3 2017, an estimated $204K.
  • Equitec Specialists first reported a position in Universal Corp in Q1 2017 and held it in 2 quarters.
  • Equitec Specialists's Universal Corp position peaked at $2.18M in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on Equitec Specialists's 13F filing for Q3 2017, filed 23 Oct 2017.