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Willis Investment Counsel’s Universal Corp UVV Stock Holding History

Willis Investment Counsel’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
2016
Q1 		– Sell
-110,200
Closed -$6.18M – 129
2015
Q4 		$6.18M Buy
110,200
+90
+0.1% +$4.92K 0.56% 79
2015
Q3 		$5.46M Buy
110,110
+9,045
+9% +$475K 0.53% 87
2015
Q2 		$5.79M Sell
101,065
-8,905
-8% -$450K 0.55% 86
2015
Q1 		$5.19M Buy
109,970
+83,465
+315% +$3.69M 0.48% 89
2014
Q4 		$1.17M Buy
+26,505
New +$1.12M 0.11% 122

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return