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Next Financial Group’s Universal Insurance Holdings UVE Stock Holding History

Next Financial Group’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
2015
Q4 		– Sell
-52,376
Closed -$1.44M – 1952
2015
Q3 		$1.55M Buy
52,376
+1,301
+3% +$35.2K 0.55% 33
2015
Q2 		$1.24M Buy
51,075
+2,601
+5% +$66.3K 0.43% 58
2015
Q1 		$1.24M Buy
+48,474
New +$1.14M 0.4% 59
2014
Q4 		– Sell
-200
Closed -$3K – 2359
2014
Q3 		$3K Buy
+200
New +$2.61K ﹤0.01% 2245

Other funds holding UVE

Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LSV Asset Management
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

Next Financial Group's UVE Position: Q4 2015 in Review

Next Financial Group sold out of Universal Insurance Holdings (UVE) in Q4 2015, closing a stake of 52,376 shares — an estimated $1.44M sold.

Next Financial Group first reported a position in UVE in Q3 2014 and held it in 4 quarters. The position peaked at $1.55M in Q3 2015. 173 funds tracked by Wall St. Rank hold UVE as of Q4 2015.

  • Next Financial Group reported no remaining Universal Insurance Holdings position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 52,376 Universal Insurance Holdings shares in Q4 2015, an estimated $1.44M.
  • Next Financial Group first reported a position in Universal Insurance Holdings in Q3 2014 and held it in 4 quarters.
  • Next Financial Group's Universal Insurance Holdings position peaked at $1.55M in Q3 2015.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.