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Stratos Wealth Partners’s Universal Insurance Holdings UVE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-264
Closed -$13K – 2427
2018
Q3 		$13K Buy
+264
New +$11.3K ﹤0.01% 2070
2018
Q2 		– Sell
-83
Closed -$3K – 2510
2018
Q1 		$3K Buy
+83
New +$2.5K ﹤0.01% 2785

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's UVE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Universal Insurance Holdings (UVE) in Q4 2018, closing a stake of 264 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in UVE in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 244 funds tracked by Wall St. Rank hold UVE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Universal Insurance Holdings position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 264 Universal Insurance Holdings shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Universal Insurance Holdings position peaked at $13K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.