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Monroe Bank & Trust’s Universal Insurance Holdings UVE Stock Holding History

Monroe Bank & Trust’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
Q2 		– Sell
-390
Closed -$7K – 306
2016
Q1 		$7K Hold
390
– – ﹤0.01% 308
2015
Q4 		$9K Hold
390
– – ﹤0.01% 288
2015
Q3 		$12K Buy
+390
New +$10.5K ﹤0.01% 257

Other funds holding UVE

Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

Monroe Bank & Trust's UVE Position: Q2 2016 in Review

Monroe Bank & Trust sold out of Universal Insurance Holdings (UVE) in Q2 2016, closing a stake of 390 shares — an estimated $7K sold.

Monroe Bank & Trust first reported a position in UVE in Q3 2015 and held it in 3 quarters. The position peaked at $12K in Q3 2015. 155 funds tracked by Wall St. Rank hold UVE as of Q2 2016.

  • Monroe Bank & Trust reported no remaining Universal Insurance Holdings position as of Q2 2016 after selling out during the quarter.
  • Monroe Bank & Trust sold 390 Universal Insurance Holdings shares in Q2 2016, an estimated $7K.
  • Monroe Bank & Trust first reported a position in Universal Insurance Holdings in Q3 2015 and held it in 3 quarters.
  • Monroe Bank & Trust's Universal Insurance Holdings position peaked at $12K in Q3 2015.
  • 155 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2016.

Based on Monroe Bank & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.