Independent Portfolio Consultants’s Universal Electronics UEIC Stock Holding History

Independent Portfolio Consultants’s Portfolio UEIC Stock Details UEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$16K	Hold	245	–	–	0.01%	645
2017 Q1	$17K	Hold	245	–	–	0.01%	675
2016 Q4	$16K	Buy	245 +20	+9%	+$1.36K	0.01%	649
2016 Q3	$17K	Sell	225 -55	-20%	-$4.14K	0.01%	641
2016 Q2	$20K	Hold	280	–	–	0.01%	638
2016 Q1	$17K	Buy	280 +85	+44%	+$4.53K	﹤0.01%	681
2015 Q4	$10K	Hold	195	–	–	﹤0.01%	711
2015 Q3	$8K	Buy	195 +150	+333%	+$7.16K	﹤0.01%	743
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	837
2015 Q1	$3K	Hold	45	–	–	﹤0.01%	826
2014 Q4	$3K	Buy	+45	New	+$2.59K	﹤0.01%	757

Other funds holding UEIC

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's UEIC Position: Q2 2017 in Review

Independent Portfolio Consultants held its Universal Electronics (UEIC) position steady in Q2 2017 at 245 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #645.

Independent Portfolio Consultants first reported a position in UEIC in Q4 2014 and has held it in 11 quarters since. The position peaked at $20K in Q2 2016. 140 funds tracked by Wall St. Rank hold UEIC as of Q2 2017.

Independent Portfolio Consultants held 245 shares of Universal Electronics worth $16K as of Q2 2017.
Independent Portfolio Consultants left its Universal Electronics share count unchanged in Q2 2017.
Universal Electronics made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #645 holding.
Independent Portfolio Consultants first reported a position in Universal Electronics in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Universal Electronics position peaked at $20K in Q2 2016.
140 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.