Formidable Asset Management’s Universal Corp UVV Stock Holding History

Formidable Asset Management’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 Q2	–	Sell	-184	Closed	-$9K	–	407
2016 Q1	$9K	Hold	184	–	–	0.01%	361
2015 Q4	$10K	Hold	184	–	–	0.01%	386
2015 Q3	$9K	Hold	184	–	–	0.01%	424
2015 Q2	$11K	Hold	184	–	–	0.01%	350
2015 Q1	$9K	Hold	184	–	–	0.01%	367
2014 Q4	$8K	Hold	184	–	–	0.01%	361
2014 Q3	$8K	Hold	184	–	–	0.01%	360
2014 Q2	$10K	Hold	184	–	–	0.01%	355
2014 Q1	$10K	Hold	184	–	–	0.01%	327
2013 Q4	$10K	Hold	184	–	–	0.01%	345
2013 Q3	$9K	Buy	+184	New	+$10.2K	0.01%	323

Other funds holding UVV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Formidable Asset Management's UVV Position: Q2 2016 in Review

Formidable Asset Management sold out of Universal Corp (UVV) in Q2 2016, closing a stake of 184 shares — an estimated $9K sold.

Formidable Asset Management first reported a position in UVV in Q3 2013 and held it in 11 quarters. The position peaked at $11K in Q2 2015. 187 funds tracked by Wall St. Rank hold UVV as of Q2 2016.

Formidable Asset Management reported no remaining Universal Corp position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 184 Universal Corp shares in Q2 2016, an estimated $9K.
Formidable Asset Management first reported a position in Universal Corp in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Universal Corp position peaked at $11K in Q2 2015.
187 funds tracked by Wall St. Rank held Universal Corp as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.