Integrated Wealth Counsel’s Universal Insurance Holdings UVE Stock Holding History

Integrated Wealth Counsel’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$28K	Buy	+1,000	New	+$23.8K	0.06%	96

Other funds holding UVE

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

BFA

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Counsel's UVE Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in Universal Insurance Holdings (UVE) in Q4 2016: 1,000 shares worth $28K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings.

173 funds tracked by Wall St. Rank hold UVE as of Q4 2016.

Integrated Wealth Counsel held 1,000 shares of Universal Insurance Holdings worth $28K as of Q4 2016.
Universal Insurance Holdings was a new Integrated Wealth Counsel position in Q4 2016.
Universal Insurance Holdings made up 0.06% of Integrated Wealth Counsel's portfolio in Q4 2016, its #96 holding.
173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.