Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-2,942
Closed -$131K – 768
2018
Q3 		$131K Sell
2,942
-888
-23% -$38.2K 0.02% 363
2018
Q2 		$134K Sell
3,830
-293
-7% -$9.97K 0.03% 376
2018
Q1 		$132K Buy
+4,123
New +$124K 0.03% 375

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's UVE Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2018, closing a stake of 2,942 shares — an estimated $131K sold.

Mount Yale Investment Advisors first reported a position in UVE in Q1 2018 and held it in 3 quarters. The position peaked at $134K in Q2 2018. 244 funds tracked by Wall St. Rank hold UVE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Universal Insurance Holdings position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,942 Universal Insurance Holdings shares in Q4 2018, an estimated $131K.
  • Mount Yale Investment Advisors first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Universal Insurance Holdings position peaked at $134K in Q2 2018.
  • 244 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.