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UBS’s Universal Corp UVV Stock Holding History

UBS’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
2014
Q3 		$40K Buy
+900
New +$46.4K ﹤0.01% 7111
2014
Q2 		– Sell
-300
Closed -$17K – 10846
2014
Q1 		$17K Sell
300
-6,200
-95% -$339K ﹤0.01% 8320
2013
Q4 		$355K Buy
6,500
+6,000
+1,200% +$312K ﹤0.01% 4677
2013
Q3 		$25K Buy
+500
New +$27.7K ﹤0.01% 7774

Other funds holding UVV

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's UVV Position: Q3 2014 in Review

UBS reduced its Universal Corp (UVV) stake by 15% in Q3 2014, selling an estimated $381K and leaving 41,309 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

UBS first reported a position in UVV in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.78M in Q4 2013. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2014.

  • UBS held 41,309 shares of Universal Corp worth $1.83M as of Q3 2014.
  • UBS sold 7,391 Universal Corp shares in Q3 2014, an estimated $381K.
  • Universal Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2988 holding.
  • UBS first reported a position in Universal Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Universal Corp position peaked at $5.78M in Q4 2013.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.