Waverly Advisors’s Universal Corp UVV Stock Holding History

Waverly Advisors’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
2015 Q4	–	Sell	-491	Closed	-$24K	–	381
2015 Q3	$24K	Buy	+491	New	+$25.8K	0.02%	239

Other funds holding UVV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's UVV Position: Q4 2015 in Review

Waverly Advisors sold out of Universal Corp (UVV) in Q4 2015, closing a stake of 491 shares — an estimated $24K sold.

Waverly Advisors first reported a position in UVV in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 187 funds tracked by Wall St. Rank hold UVV as of Q4 2015.

Waverly Advisors reported no remaining Universal Corp position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 491 Universal Corp shares in Q4 2015, an estimated $24K.
Waverly Advisors first reported a position in Universal Corp in Q3 2015 and held it in 1 quarter.
Waverly Advisors's Universal Corp position peaked at $24K in Q3 2015.
187 funds tracked by Wall St. Rank held Universal Corp as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.