UFF
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USA Financial Formulas’s Universal Electronics UEIC Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-4,460
Closed -$332K – 349
2016
Q3 		$332K Buy
+4,460
New +$336K 0.09% 188
2015
Q1 		– Sell
-7,438
Closed -$484K – 237
2014
Q4 		$484K Buy
+7,438
New +$427K 0.17% 109

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

USA Financial Formulas's UEIC Position: Q4 2016 in Review

USA Financial Formulas sold out of Universal Electronics (UEIC) in Q4 2016, closing a stake of 4,460 shares — an estimated $332K sold.

USA Financial Formulas first reported a position in UEIC in Q4 2014 and held it in 2 quarters. The position peaked at $484K in Q4 2014. 144 funds tracked by Wall St. Rank hold UEIC as of Q4 2016.

  • USA Financial Formulas reported no remaining Universal Electronics position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 4,460 Universal Electronics shares in Q4 2016, an estimated $332K.
  • USA Financial Formulas first reported a position in Universal Electronics in Q4 2014 and held it in 2 quarters.
  • USA Financial Formulas's Universal Electronics position peaked at $484K in Q4 2014.
  • 144 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.