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First Mercantile Trust’s Universal Insurance Holdings UVE Stock Holding History

First Mercantile 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
2015
Q1 		– Sell
-860
Closed -$18K – 1125
2014
Q4 		$18K Buy
+860
New +$15K ﹤0.01% 1024

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Mercantile Trust's UVE Position: Q1 2015 in Review

First Mercantile Trust sold out of Universal Insurance Holdings (UVE) in Q1 2015, closing a stake of 860 shares — an estimated $18K sold.

First Mercantile Trust first reported a position in UVE in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 152 funds tracked by Wall St. Rank hold UVE as of Q1 2015.

  • First Mercantile Trust reported no remaining Universal Insurance Holdings position as of Q1 2015 after selling out during the quarter.
  • First Mercantile Trust sold 860 Universal Insurance Holdings shares in Q1 2015, an estimated $18K.
  • First Mercantile Trust first reported a position in Universal Insurance Holdings in Q4 2014 and held it in 1 quarter.
  • First Mercantile Trust's Universal Insurance Holdings position peaked at $18K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2015.

Based on First Mercantile Trust's 13F filing for Q1 2015, filed 17 Apr 2015.