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Tortoise Investment Management’s Universal Electronics UEIC Stock Holding History

Tortoise Investment Management’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-108
Closed -$6K – 448
2015
Q1 		$6K Hold
108
– – ﹤0.01% 332
2014
Q4 		$7K Buy
+108
New +$6.21K ﹤0.01% 350

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

Tortoise Investment Management's UEIC Position: Q2 2015 in Review

Tortoise Investment Management sold out of Universal Electronics (UEIC) in Q2 2015, closing a stake of 108 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in UEIC in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q4 2014. 134 funds tracked by Wall St. Rank hold UEIC as of Q2 2015.

  • Tortoise Investment Management reported no remaining Universal Electronics position as of Q2 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 108 Universal Electronics shares in Q2 2015, an estimated $6K.
  • Tortoise Investment Management first reported a position in Universal Electronics in Q4 2014 and held it in 2 quarters.
  • Tortoise Investment Management's Universal Electronics position peaked at $7K in Q4 2014.
  • 134 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2015.

Based on Tortoise Investment Management's 13F filing for Q2 2015, filed 23 Jul 2015.