Aberdeen Asset Management’s Univest Financial UVSP Stock Holding History

Aberdeen Asset Management’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$61M	Buy	2,035,854 +352,368	+21%	+$10.1M	0.2%	86
2017 Q1	$43.6M	Buy	1,683,486 +296,103	+21%	+$8.3M	0.16%	127
2016 Q4	$42.9M	Buy	1,387,383 +446,072	+47%	+$11.9M	0.16%	116
2016 Q3	$22M	Buy	941,311 +202,806	+27%	+$4.52M	0.08%	209
2016 Q2	$15.5M	Buy	738,505 +249,980	+51%	+$4.97M	0.06%	252
2016 Q1	$9.53M	Buy	488,525 +105,015	+27%	+$2.03M	0.03%	309
2015 Q4	$7.42M	Buy	383,510 +99,800	+35%	+$2.02M	0.03%	349
2015 Q3	$5.45M	Buy	283,710 +54,700	+24%	+$1.08M	0.02%	354
2015 Q2	$4.66M	Buy	229,010 +43,290	+23%	+$850K	0.01%	397
2015 Q1	$3.67M	Buy	185,720 +11,600	+7%	+$223K	0.01%	441
2014 Q4	$3.52M	Buy	174,120 +2,200	+1%	+$43.6K	0.01%	443
2014 Q3	$3.22M	Buy	171,920 +5,800	+3%	+$113K	0.01%	529
2014 Q2	$3.44M	Buy	166,120 +22,600	+16%	+$451K	0.01%	541
2014 Q1	$2.94M	Buy	143,520 +18,700	+15%	+$363K	0.01%	275
2013 Q4	$2.58M	Sell	124,820 -4,300	-3%	-$85.7K	0.01%	268
2013 Q3	$2.43M	Sell	129,120 -1,900	-1%	-$37.6K	0.01%	267
2013 Q2	$2.5M	Buy	+131,020	New	+$2.32M	0.01%	254

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aberdeen Asset Management's UVSP Position: Q2 2017 in Review

Aberdeen Asset Management increased its Univest Financial (UVSP) stake by 21% in Q2 2017, buying an estimated $10.1M and bringing the position to 2,035,854 shares worth $61M. The position accounts for 0.2% of the portfolio, ranked #86.

Aberdeen Asset Management first reported a position in UVSP in Q2 2013 and has held it in 17 quarters since. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

Aberdeen Asset Management held 2,035,854 shares of Univest Financial worth $61M as of Q2 2017.
Aberdeen Asset Management bought 352,368 Univest Financial shares in Q2 2017, an estimated $10.1M.
Univest Financial made up 0.2% of Aberdeen Asset Management's portfolio in Q2 2017, its #86 holding.
Aberdeen Asset Management first reported a position in Univest Financial in Q2 2013 and has held it in 17 quarters since.
114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on Aberdeen Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.