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National Planning Corporation’s Universal Corp UVV Stock Holding History

National Planning Corporation’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,863
Closed -$157K – 1991
2014
Q4 		$157K Buy
+3,863
New +$163K 0.01% 750

Other funds holding UVV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Planning Corporation's UVV Position: Q1 2015 in Review

National Planning Corporation sold out of Universal Corp (UVV) in Q1 2015, closing a stake of 3,863 shares — an estimated $157K sold.

National Planning Corporation first reported a position in UVV in Q4 2014 and held it in 1 quarter. The position peaked at $157K in Q4 2014. 166 funds tracked by Wall St. Rank hold UVV as of Q1 2015.

  • National Planning Corporation reported no remaining Universal Corp position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,863 Universal Corp shares in Q1 2015, an estimated $157K.
  • National Planning Corporation first reported a position in Universal Corp in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Universal Corp position peaked at $157K in Q4 2014.
  • 166 funds tracked by Wall St. Rank held Universal Corp as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.