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Physicians Financial Services’s Universal Corp UVV Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-400
Closed -$23K – 254
2016
Q4 		$23K Hold
400
– – 0.02% 199
2016
Q3 		$23K Hold
400
– – 0.02% 193
2016
Q2 		$23K Hold
400
– – 0.02% 195
2016
Q1 		$23K Hold
400
– – 0.02% 185
2015
Q4 		$22K Buy
+400
New +$21.9K 0.02% 202

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physicians Financial Services's UVV Position: Q1 2017 in Review

Physicians Financial Services sold out of Universal Corp (UVV) in Q1 2017, closing a stake of 400 shares — an estimated $23K sold.

Physicians Financial Services first reported a position in UVV in Q4 2015 and held it in 5 quarters. The position peaked at $23K in Q4 2016. 211 funds tracked by Wall St. Rank hold UVV as of Q1 2017.

  • Physicians Financial Services reported no remaining Universal Corp position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 400 Universal Corp shares in Q1 2017, an estimated $23K.
  • Physicians Financial Services first reported a position in Universal Corp in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Universal Corp position peaked at $23K in Q4 2016.
  • 211 funds tracked by Wall St. Rank held Universal Corp as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.