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WFG Advisors’s Universal Electronics UEIC Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-60,051
Closed -$2.29M – 2230
2013
Q4 		$2.29M Buy
60,051
+5,852
+11% +$218K 0.33% 59
2013
Q3 		$1.95M Buy
54,199
+17
+0% +$535 0.3% 72
2013
Q2 		$1.52M Buy
+54,182
New +$1.35M 0.25% 95

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's UEIC Position: Q1 2014 in Review

WFG Advisors sold out of Universal Electronics (UEIC) in Q1 2014, closing a stake of 60,051 shares — an estimated $2.29M sold.

WFG Advisors first reported a position in UEIC in Q2 2013 and held it in 3 quarters. The position peaked at $2.29M in Q4 2013. 129 funds tracked by Wall St. Rank hold UEIC as of Q1 2014.

  • WFG Advisors reported no remaining Universal Electronics position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 60,051 Universal Electronics shares in Q1 2014, an estimated $2.29M.
  • WFG Advisors first reported a position in Universal Electronics in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Universal Electronics position peaked at $2.29M in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.