Next Financial Group’s Universal Corp UVV Stock Holding History

Next Financial Group’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
2019 Q3	–	Sell	-150	Closed	-$9K	–	2435
2019 Q2	$9K	Sell	150 -50	-25%	-$2.8K	﹤0.01%	1729
2019 Q1	$12K	Hold	200	–	–	﹤0.01%	1084
2018 Q4	$11K	Hold	200	–	–	﹤0.01%	1323
2018 Q3	$13K	Buy	+200	New	+$12.7K	0.01%	928
2017 Q4	–	Sell	-650	Closed	-$38K	–	1362
2017 Q3	$38K	Hold	650	–	–	0.01%	784
2017 Q2	$42K	Hold	650	–	–	0.01%	837
2017 Q1	$48K	Buy	650 +450	+225%	+$31.4K	0.01%	742
2016 Q4	$13K	Sell	200 -80	-29%	-$4.57K	﹤0.01%	1549
2016 Q3	$16K	Buy	+280	New	+$16.5K	﹤0.01%	1461
2015 Q2	–	Sell	-200	Closed	-$9K	–	1968
2015 Q1	$9K	Hold	200	–	–	﹤0.01%	1300
2014 Q4	$9K	Buy	+200	New	+$8.43K	﹤0.01%	1302

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Next Financial Group's UVV Position: Q3 2019 in Review

Next Financial Group sold out of Universal Corp (UVV) in Q3 2019, closing a stake of 150 shares — an estimated $9K sold.

Next Financial Group first reported a position in UVV in Q4 2014 and held it in 11 quarters. The position peaked at $48K in Q1 2017. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2019.

Next Financial Group reported no remaining Universal Corp position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 150 Universal Corp shares in Q3 2019, an estimated $9K.
Next Financial Group first reported a position in Universal Corp in Q4 2014 and held it in 11 quarters.
Next Financial Group's Universal Corp position peaked at $48K in Q1 2017.
183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.