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Torch Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Torch Wealth 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
Q1 		– Sell
-3,000
Closed -$43K – 303
2013
Q4 		$43K Buy
+3,000
New +$28.8K 0.03% 150

Other funds holding UVE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Torch Wealth Management's UVE Position: Q1 2014 in Review

Torch Wealth Management sold out of Universal Insurance Holdings (UVE) in Q1 2014, closing a stake of 3,000 shares — an estimated $43K sold.

Torch Wealth Management first reported a position in UVE in Q4 2013 and held it in 1 quarter. The position peaked at $43K in Q4 2013. 112 funds tracked by Wall St. Rank hold UVE as of Q1 2014.

  • Torch Wealth Management reported no remaining Universal Insurance Holdings position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 3,000 Universal Insurance Holdings shares in Q1 2014, an estimated $43K.
  • Torch Wealth Management first reported a position in Universal Insurance Holdings in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's Universal Insurance Holdings position peaked at $43K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.