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Mosaic Family Wealth’s Universal Insurance Holdings UVE Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-123
Closed -$3K – 970
2017
Q2 		$3K Hold
123
– – ﹤0.01% 653
2017
Q1 		$3K Hold
123
– – ﹤0.01% 665
2016
Q4 		$3K Hold
123
– – ﹤0.01% 642
2016
Q3 		$3K Buy
+123
New +$2.76K ﹤0.01% 655

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's UVE Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Universal Insurance Holdings (UVE) in Q3 2017, closing a stake of 123 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in UVE in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 160 funds tracked by Wall St. Rank hold UVE as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Universal Insurance Holdings position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 123 Universal Insurance Holdings shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Universal Insurance Holdings in Q3 2016 and held it in 4 quarters.
  • Mosaic Family Wealth's Universal Insurance Holdings position peaked at $3K in Q2 2017.
  • 160 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.