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Gary Goldberg Planning Services’s Universal Corp UVV Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		– Sell
-2,136
Closed -$95K – 489
2014
Q3 		$95K Sell
2,136
-54
-2% -$2.78K 0.04% 157
2014
Q2 		$121K Sell
2,190
-960
-30% -$52.3K 0.05% 141
2014
Q1 		$176K Buy
+3,150
New +$172K 0.09% 111

Other funds holding UVV

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's UVV Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Universal Corp (UVV) in Q4 2014, closing a stake of 2,136 shares — an estimated $95K sold.

Gary Goldberg Planning Services first reported a position in UVV in Q1 2014 and held it in 3 quarters. The position peaked at $176K in Q1 2014. 163 funds tracked by Wall St. Rank hold UVV as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Universal Corp position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 2,136 Universal Corp shares in Q4 2014, an estimated $95K.
  • Gary Goldberg Planning Services first reported a position in Universal Corp in Q1 2014 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Universal Corp position peaked at $176K in Q1 2014.
  • 163 funds tracked by Wall St. Rank held Universal Corp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.