Insight Capital Research & Management’s Universal Electronics UEIC Stock Holding History

Insight Capital Research & Management’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
2016 Q4	–	Sell	-45,734	Closed	-$3.4M	–	139
2016 Q3	$3.4M	Sell	45,734 -6,242	-12%	-$470K	1.52%	20
2016 Q2	$3.76M	Sell	51,976 -5,175	-9%	-$340K	1.31%	21
2016 Q1	$3.54M	Buy	+57,151	New	+$3.05M	1.1%	40
2015 Q1	–	Sell	-31,317	Closed	-$2.04M	–	139
2014 Q4	$2.04M	Buy	+31,317	New	+$1.8M	0.52%	82

Other funds holding UEIC

EAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

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

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Insight Capital Research & Management's UEIC Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Universal Electronics (UEIC) in Q4 2016, closing a stake of 45,734 shares — an estimated $3.4M sold.

Insight Capital Research & Management first reported a position in UEIC in Q4 2014 and held it in 4 quarters. The position peaked at $3.76M in Q2 2016. 144 funds tracked by Wall St. Rank hold UEIC as of Q4 2016.

Insight Capital Research & Management reported no remaining Universal Electronics position as of Q4 2016 after selling out during the quarter.
Insight Capital Research & Management sold 45,734 Universal Electronics shares in Q4 2016, an estimated $3.4M.
Insight Capital Research & Management first reported a position in Universal Electronics in Q4 2014 and held it in 4 quarters.
Insight Capital Research & Management's Universal Electronics position peaked at $3.76M in Q2 2016.
144 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.