First Citizens Bank & Trust’s Universal Insurance Holdings UVE Stock Holding History

First Citizens Bank & Trust’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
2017 Q1	–	Sell	-9,876	Closed	-$280K	–	541
2016 Q4	$280K	Sell	9,876 -4,302	-30%	-$102K	0.03%	363
2016 Q3	$357K	Sell	14,178 -4,844	-25%	-$109K	0.03%	353
2016 Q2	$353K	Sell	19,022 -1,875	-9%	-$33.9K	0.03%	372
2016 Q1	$372K	Sell	20,897 -15,677	-43%	-$291K	0.03%	342
2015 Q4	$848K	Sell	36,574 -12,639	-26%	-$348K	0.06%	228
2015 Q3	$1.45M	Buy	49,213 +100	+0.2%	+$2.7K	0.11%	144
2015 Q2	$1.19M	Buy	49,113 +3,639	+8%	+$92.8K	0.08%	196
2015 Q1	$1.16M	Buy	45,474 +1,214	+3%	+$28.5K	0.08%	182
2014 Q4	$905K	Sell	44,260 -16,028	-27%	-$280K	0.07%	182
2014 Q3	$780K	Buy	+60,288	New	+$787K	0.06%	191

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Citizens Bank & Trust's UVE Position: Q1 2017 in Review

First Citizens Bank & Trust sold out of Universal Insurance Holdings (UVE) in Q1 2017, closing a stake of 9,876 shares — an estimated $280K sold.

First Citizens Bank & Trust first reported a position in UVE in Q3 2014 and held it in 10 quarters. The position peaked at $1.45M in Q3 2015. 168 funds tracked by Wall St. Rank hold UVE as of Q1 2017.

First Citizens Bank & Trust reported no remaining Universal Insurance Holdings position as of Q1 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 9,876 Universal Insurance Holdings shares in Q1 2017, an estimated $280K.
First Citizens Bank & Trust first reported a position in Universal Insurance Holdings in Q3 2014 and held it in 10 quarters.
First Citizens Bank & Trust's Universal Insurance Holdings position peaked at $1.45M in Q3 2015.
168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2017.

Based on First Citizens Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.