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Mark Sheptoff Financial Planning’s Universal Electronics UEIC Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-200
Closed -$10K – 446
2015
Q2 		$10K Hold
200
– – 0.01% 274
2015
Q1 		$11K Hold
200
– – 0.01% 261
2014
Q4 		$13K Hold
200
– – 0.01% 250
2014
Q3 		$10K Hold
200
– – 0.01% 271
2014
Q2 		$10K Hold
200
– – 0.01% 276
2014
Q1 		$8K Buy
+200
New +$7.7K 0.01% 295

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's UEIC Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Universal Electronics (UEIC) in Q3 2015, closing a stake of 200 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in UEIC in Q1 2014 and held it in 6 quarters. The position peaked at $13K in Q4 2014. 125 funds tracked by Wall St. Rank hold UEIC as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Universal Electronics position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Universal Electronics shares in Q3 2015, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Universal Electronics in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Universal Electronics position peaked at $13K in Q4 2014.
  • 125 funds tracked by Wall St. Rank held Universal Electronics as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.