Smith Salley Wealth Management’s Universal Corp UVV Stock Holding History

Smith Salley Wealth Management’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
2015 Q1	–	Sell	-10,469	Closed	-$460K	–	175
2014 Q4	$460K	Sell	10,469 -7,882	-43%	-$332K	0.12%	127
2014 Q3	$814K	Sell	18,351 -1,938	-10%	-$99.9K	0.22%	111
2014 Q2	$1.12M	Buy	+20,289	New	+$1.11M	0.3%	98

Other funds holding UVV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Smith Salley Wealth Management's UVV Position: Q1 2015 in Review

Smith Salley Wealth Management sold out of Universal Corp (UVV) in Q1 2015, closing a stake of 10,469 shares — an estimated $460K sold.

Smith Salley Wealth Management first reported a position in UVV in Q2 2014 and held it in 3 quarters. The position peaked at $1.12M in Q2 2014. 166 funds tracked by Wall St. Rank hold UVV as of Q1 2015.

Smith Salley Wealth Management reported no remaining Universal Corp position as of Q1 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 10,469 Universal Corp shares in Q1 2015, an estimated $460K.
Smith Salley Wealth Management first reported a position in Universal Corp in Q2 2014 and held it in 3 quarters.
Smith Salley Wealth Management's Universal Corp position peaked at $1.12M in Q2 2014.
166 funds tracked by Wall St. Rank held Universal Corp as of Q1 2015.

Based on Smith Salley Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.