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First Personal Financial Services’s Universal Corp UVV Stock Holding History

First Personal Financial Services’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
2016
Q1 		– Sell
-65
Closed -$4K – 399
2015
Q4 		$4K Hold
65
– – ﹤0.01% 349
2015
Q3 		$4K Hold
65
– – ﹤0.01% 351
2015
Q2 		$4K Hold
65
– – ﹤0.01% 348
2015
Q1 		$4K Hold
65
– – ﹤0.01% 360
2014
Q4 		$2K Buy
+65
New +$2.74K ﹤0.01% 380

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Personal Financial Services's UVV Position: Q1 2016 in Review

First Personal Financial Services sold out of Universal Corp (UVV) in Q1 2016, closing a stake of 65 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in UVV in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q4 2015. 203 funds tracked by Wall St. Rank hold UVV as of Q1 2016.

  • First Personal Financial Services reported no remaining Universal Corp position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 65 Universal Corp shares in Q1 2016, an estimated $4K.
  • First Personal Financial Services first reported a position in Universal Corp in Q4 2014 and held it in 5 quarters.
  • First Personal Financial Services's Universal Corp position peaked at $4K in Q4 2015.
  • 203 funds tracked by Wall St. Rank held Universal Corp as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.