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Summit Securities Group’s Universal Corp UVV Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-500
Closed -$25K – 450
2015
Q3 		$25K Buy
+500
New +$26.3K 0.02% 200
2015
Q1 		– Sell
-254
Closed -$11K – 646
2014
Q4 		$11K Buy
+254
New +$10.7K ﹤0.01% 446

Other funds holding UVV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's UVV Position: Q4 2015 in Review

Summit Securities Group sold out of Universal Corp (UVV) in Q4 2015, closing a stake of 500 shares — an estimated $25K sold.

Summit Securities Group first reported a position in UVV in Q4 2014 and held it in 2 quarters. The position peaked at $25K in Q3 2015. 187 funds tracked by Wall St. Rank hold UVV as of Q4 2015.

  • Summit Securities Group reported no remaining Universal Corp position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 500 Universal Corp shares in Q4 2015, an estimated $25K.
  • Summit Securities Group first reported a position in Universal Corp in Q4 2014 and held it in 2 quarters.
  • Summit Securities Group's Universal Corp position peaked at $25K in Q3 2015.
  • 187 funds tracked by Wall St. Rank held Universal Corp as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.