SMH
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Sanders Morris Harris’s Universal Corp UVV Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-3,733
Closed -$216K – 224
2016
Q2 		$216K Buy
3,733
+36
+1% +$1.98K 0.05% 203
2016
Q1 		$210K Buy
+3,697
New +$201K 0.04% 280

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sanders Morris Harris's UVV Position: Q3 2016 in Review

Sanders Morris Harris sold out of Universal Corp (UVV) in Q3 2016, closing a stake of 3,733 shares — an estimated $216K sold.

Sanders Morris Harris first reported a position in UVV in Q1 2016 and held it in 2 quarters. The position peaked at $216K in Q2 2016. 188 funds tracked by Wall St. Rank hold UVV as of Q3 2016.

  • Sanders Morris Harris reported no remaining Universal Corp position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 3,733 Universal Corp shares in Q3 2016, an estimated $216K.
  • Sanders Morris Harris first reported a position in Universal Corp in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Universal Corp position peaked at $216K in Q2 2016.
  • 188 funds tracked by Wall St. Rank held Universal Corp as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.