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Sheaff Brock Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Sheaff Brock 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
2016
Q1 		– Sell
-14,250
Closed -$330K – 687
2015
Q4 		$330K Buy
+14,250
New +$392K 0.04% 389

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sheaff Brock Investment Advisors's UVE Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2016, closing a stake of 14,250 shares — an estimated $330K sold.

Sheaff Brock Investment Advisors first reported a position in UVE in Q4 2015 and held it in 1 quarter. The position peaked at $330K in Q4 2015. 162 funds tracked by Wall St. Rank hold UVE as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Universal Insurance Holdings position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,250 Universal Insurance Holdings shares in Q1 2016, an estimated $330K.
  • Sheaff Brock Investment Advisors first reported a position in Universal Insurance Holdings in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Universal Insurance Holdings position peaked at $330K in Q4 2015.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.