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Tocqueville Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Tocqueville Asset Management’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
2014
Q2 		– Sell
-196
Closed -$2K – 1799
2014
Q1 		$2K Buy
+196
New +$2.49K ﹤0.01% 1278

Other funds holding UVE

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tocqueville Asset Management's UVE Position: Q2 2014 in Review

Tocqueville Asset Management sold out of Universal Insurance Holdings (UVE) in Q2 2014, closing a stake of 196 shares — an estimated $2K sold.

Tocqueville Asset Management first reported a position in UVE in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 121 funds tracked by Wall St. Rank hold UVE as of Q2 2014.

  • Tocqueville Asset Management reported no remaining Universal Insurance Holdings position as of Q2 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 196 Universal Insurance Holdings shares in Q2 2014, an estimated $2K.
  • Tocqueville Asset Management first reported a position in Universal Insurance Holdings in Q1 2014 and held it in 1 quarter.
  • Tocqueville Asset Management's Universal Insurance Holdings position peaked at $2K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2014.

Based on Tocqueville Asset Management's 13F filing for Q2 2014, filed 30 Jul 2014.