IMS
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Index Management Solutions’s Universal Corp UVV Stock Holding History

Index Management Solutions’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
-11,412
Closed -$507K – 1004
2014
Q3 		$507K Buy
11,412
+1,271
+13% +$65.5K 0.06% 294
2014
Q2 		$561K Buy
10,141
+7,077
+231% +$385K 0.07% 259
2014
Q1 		$171K Buy
+3,064
New +$168K 0.03% 296

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

Index Management Solutions's UVV Position: Q4 2014 in Review

Index Management Solutions sold out of Universal Corp (UVV) in Q4 2014, closing a stake of 11,412 shares — an estimated $507K sold.

Index Management Solutions first reported a position in UVV in Q1 2014 and held it in 3 quarters. The position peaked at $561K in Q2 2014. 163 funds tracked by Wall St. Rank hold UVV as of Q4 2014.

  • Index Management Solutions reported no remaining Universal Corp position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 11,412 Universal Corp shares in Q4 2014, an estimated $507K.
  • Index Management Solutions first reported a position in Universal Corp in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Universal Corp position peaked at $561K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held Universal Corp as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.