RIA
UVE icon

Regal Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Regal Investment Advisors’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
Q2 		– Sell
-1,356
Closed -$35K – 1026
2015
Q1 		$35K Buy
+1,356
New +$31.9K 0.01% 478

Other funds holding UVE

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Investment Advisors's UVE Position: Q2 2015 in Review

Regal Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2015, closing a stake of 1,356 shares — an estimated $35K sold.

Regal Investment Advisors first reported a position in UVE in Q1 2015 and held it in 1 quarter. The position peaked at $35K in Q1 2015. 163 funds tracked by Wall St. Rank hold UVE as of Q2 2015.

  • Regal Investment Advisors reported no remaining Universal Insurance Holdings position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,356 Universal Insurance Holdings shares in Q2 2015, an estimated $35K.
  • Regal Investment Advisors first reported a position in Universal Insurance Holdings in Q1 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Universal Insurance Holdings position peaked at $35K in Q1 2015.
  • 163 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.