Wealthspire Advisors (Maryland)’s Universal Corp UVV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-104	Closed	-$6K	–	1966
2019 Q1	$6K	Hold	104	–	–	﹤0.01%	1777
2018 Q4	$6K	Sell	104 -11	-10%	-$708	﹤0.01%	1684
2018 Q3	$7K	Hold	115	–	–	﹤0.01%	1685
2018 Q2	$8K	Hold	115	–	–	﹤0.01%	1632
2018 Q1	$6K	Buy	115 +28	+32%	+$1.39K	﹤0.01%	1764
2017 Q4	$5K	Buy	87 +60	+222%	+$3.33K	﹤0.01%	1852
2017 Q3	$2K	Buy	27 +2	+8%	+$120	﹤0.01%	2019
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	2016
2017 Q1	$2K	Buy	25 +7	+39%	+$488	﹤0.01%	1721
2016 Q4	$1K	Hold	18	–	–	﹤0.01%	1684
2016 Q3	$1K	Hold	18	–	–	﹤0.01%	1664
2016 Q2	$1K	Hold	18	–	–	﹤0.01%	1634
2016 Q1	$1K	Sell	18 -4	-18%	-$217	﹤0.01%	1680
2015 Q4	$1K	Buy	+22	New	+$1.2K	﹤0.01%	1659

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UVV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Universal Corp (UVV) in Q2 2019, closing a stake of 104 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in UVV in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q2 2018. 202 funds tracked by Wall St. Rank hold UVV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Universal Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 104 Universal Corp shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Universal Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Universal Corp position peaked at $8K in Q2 2018.
202 funds tracked by Wall St. Rank held Universal Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.