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WFG Advisors’s Universal Insurance Holdings UVE Stock Holding History

WFG Advisors’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-325
Closed -$6K – 1697
2016
Q1 		$6K Hold
325
– – ﹤0.01% 1168
2015
Q4 		$8K Hold
325
– – ﹤0.01% 1142
2015
Q3 		$10K Buy
+325
New +$8.78K ﹤0.01% 1100
2014
Q2 		– Sell
-1,973
Closed -$25K – 2076
2014
Q1 		$25K Hold
1,973
– – 0.01% 1182
2013
Q4 		$29K Hold
1,973
– – ﹤0.01% 1194
2013
Q3 		$14K Buy
+1,973
New +$15.2K ﹤0.01% 1412

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

WFG Advisors's UVE Position: Q2 2016 in Review

WFG Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2016, closing a stake of 325 shares — an estimated $6K sold.

WFG Advisors first reported a position in UVE in Q3 2013 and held it in 6 quarters. The position peaked at $29K in Q4 2013. 155 funds tracked by Wall St. Rank hold UVE as of Q2 2016.

  • WFG Advisors reported no remaining Universal Insurance Holdings position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 325 Universal Insurance Holdings shares in Q2 2016, an estimated $6K.
  • WFG Advisors first reported a position in Universal Insurance Holdings in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's Universal Insurance Holdings position peaked at $29K in Q4 2013.
  • 155 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.