MSI Financial Services’s Universal Insurance Holdings UVE Stock Holding History

MSI Financial Services’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 Q4	$29K	Buy	1,025 +15	+1%	+$357	﹤0.01%	2183
2016 Q3	$25K	Sell	1,010 -733	-42%	-$16.4K	﹤0.01%	2246
2016 Q2	$32K	Sell	1,743 -817	-32%	-$14.8K	﹤0.01%	2087
2016 Q1	$46K	Sell	2,560 -1,459	-36%	-$27K	﹤0.01%	1784
2015 Q4	$93K	Buy	4,019 +1,105	+38%	+$30.4K	﹤0.01%	1333
2015 Q3	$86K	Buy	2,914 +150	+5%	+$4.05K	0.01%	992
2015 Q2	$67K	Sell	2,764 -100	-3%	-$2.55K	﹤0.01%	1160
2015 Q1	$73K	Buy	+2,864	New	+$67.3K	0.01%	1132

Other funds holding UVE

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's UVE Position: Q4 2016 in Review

MSI Financial Services increased its Universal Insurance Holdings (UVE) stake by 1.5% in Q4 2016, buying an estimated $357 and bringing the position to 1,025 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

MSI Financial Services first reported a position in UVE in Q1 2015 and has held it in 8 quarters since. The position peaked at $93K in Q4 2015. 173 funds tracked by Wall St. Rank hold UVE as of Q4 2016.

MSI Financial Services held 1,025 shares of Universal Insurance Holdings worth $29K as of Q4 2016.
MSI Financial Services bought 15 Universal Insurance Holdings shares in Q4 2016, an estimated $357.
Universal Insurance Holdings made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2183 holding.
MSI Financial Services first reported a position in Universal Insurance Holdings in Q1 2015 and has held it in 8 quarters since.
MSI Financial Services's Universal Insurance Holdings position peaked at $93K in Q4 2015.
173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.