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Whitney & Co’s Universal Electronics UEIC Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-60
Closed -$2K – 438
2018
Q3 		$2K Buy
+60
New +$2.35K ﹤0.01% 480

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Whitney & Co's UEIC Position: Q4 2018 in Review

Whitney & Co sold out of Universal Electronics (UEIC) in Q4 2018, closing a stake of 60 shares — an estimated $2K sold.

Whitney & Co first reported a position in UEIC in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 130 funds tracked by Wall St. Rank hold UEIC as of Q4 2018.

  • Whitney & Co reported no remaining Universal Electronics position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 60 Universal Electronics shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in Universal Electronics in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Universal Electronics position peaked at $2K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.