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

Prospera 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
2014
Q1 		– Sell
-15,260
Closed -$221K – 298
2013
Q4 		$221K Buy
+15,260
New +$147K 0.07% 217

Other funds holding UVE

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prospera Financial Services's UVE Position: Q1 2014 in Review

Prospera Financial Services sold out of Universal Insurance Holdings (UVE) in Q1 2014, closing a stake of 15,260 shares — an estimated $221K sold.

Prospera Financial Services first reported a position in UVE in Q4 2013 and held it in 1 quarter. The position peaked at $221K in Q4 2013. 112 funds tracked by Wall St. Rank hold UVE as of Q1 2014.

  • Prospera Financial Services reported no remaining Universal Insurance Holdings position as of Q1 2014 after selling out during the quarter.
  • Prospera Financial Services sold 15,260 Universal Insurance Holdings shares in Q1 2014, an estimated $221K.
  • Prospera Financial Services first reported a position in Universal Insurance Holdings in Q4 2013 and held it in 1 quarter.
  • Prospera Financial Services's Universal Insurance Holdings position peaked at $221K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2014.

Based on Prospera Financial Services's 13F filing for Q1 2014, filed 4 Apr 2014.