WA
UVV icon

WFG Advisors’s Universal Corp UVV Stock Holding History

WFG 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
2017
Q2 		– Sell
-500
Closed -$35K – 1673
2017
Q1 		$35K Sell
500
-200
-29% -$13.9K 0.01% 760
2016
Q4 		$45K Hold
700
– – 0.01% 736
2016
Q3 		$41K Hold
700
– – 0.01% 753
2016
Q2 		$40K Hold
700
– – 0.01% 747
2016
Q1 		$40K Sell
700
-300
-30% -$16.3K 0.01% 725
2015
Q4 		$56K Buy
+1,000
New +$54.7K 0.02% 634

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's UVV Position: Q2 2017 in Review

WFG Advisors sold out of Universal Corp (UVV) in Q2 2017, closing a stake of 500 shares — an estimated $35K sold.

WFG Advisors first reported a position in UVV in Q4 2015 and held it in 6 quarters. The position peaked at $56K in Q4 2015. 195 funds tracked by Wall St. Rank hold UVV as of Q2 2017.

  • WFG Advisors reported no remaining Universal Corp position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 500 Universal Corp shares in Q2 2017, an estimated $35K.
  • WFG Advisors first reported a position in Universal Corp in Q4 2015 and held it in 6 quarters.
  • WFG Advisors's Universal Corp position peaked at $56K in Q4 2015.
  • 195 funds tracked by Wall St. Rank held Universal Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.