Rational Advisors’s Universal Corp UVV Stock Holding History

Rational Advisors’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 Q3	–	Sell	-4,600	Closed	-$298K	–	379
2017 Q2	$298K	Hold	4,600	–	–	0.19%	136
2017 Q1	$325K	Buy	+4,600	New	+$321K	0.21%	108

Other funds holding UVV

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

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's UVV Position: Q3 2017 in Review

Rational Advisors sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 4,600 shares — an estimated $298K sold.

Rational Advisors first reported a position in UVV in Q1 2017 and held it in 2 quarters. The position peaked at $325K in Q1 2017. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

Rational Advisors reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
Rational Advisors sold 4,600 Universal Corp shares in Q3 2017, an estimated $298K.
Rational Advisors first reported a position in Universal Corp in Q1 2017 and held it in 2 quarters.
Rational Advisors's Universal Corp position peaked at $325K in Q1 2017.
174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.