GI
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Gradient Investments’s Universal Corp UVV Stock Holding History

Gradient Investments’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
2015
Q4 		– Sell
-363
Closed -$18K – 749
2015
Q3 		$18K Buy
+363
New +$19.1K ﹤0.01% 322

Other funds holding UVV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's UVV Position: Q4 2015 in Review

Gradient Investments sold out of Universal Corp (UVV) in Q4 2015, closing a stake of 363 shares — an estimated $18K sold.

Gradient Investments first reported a position in UVV in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 187 funds tracked by Wall St. Rank hold UVV as of Q4 2015.

  • Gradient Investments reported no remaining Universal Corp position as of Q4 2015 after selling out during the quarter.
  • Gradient Investments sold 363 Universal Corp shares in Q4 2015, an estimated $18K.
  • Gradient Investments first reported a position in Universal Corp in Q3 2015 and held it in 1 quarter.
  • Gradient Investments's Universal Corp position peaked at $18K in Q3 2015.
  • 187 funds tracked by Wall St. Rank held Universal Corp as of Q4 2015.

Based on Gradient Investments's 13F filing for Q4 2015, filed 19 Jan 2016.