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Mountain Capital Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-75
Closed -$2K – 406
2017
Q3 		$2K Sell
75
-4,892
-98% -$111K ﹤0.01% 446
2017
Q2 		$125K Buy
+4,967
New +$122K 0.12% 61

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mountain Capital Investment Advisors's UVE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2017, closing a stake of 75 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in UVE in Q2 2017 and held it in 2 quarters. The position peaked at $125K in Q2 2017. 175 funds tracked by Wall St. Rank hold UVE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Universal Insurance Holdings position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 75 Universal Insurance Holdings shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Universal Insurance Holdings in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Universal Insurance Holdings position peaked at $125K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.