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Advantage Investment Management’s Univest Financial UVSP Stock Holding History

Advantage Investment 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
Q1 		– Sell
-729
Closed -$23K – 1044
2016
Q4 		$23K Hold
729
– – 0.01% 484
2016
Q3 		$17K Buy
+729
New +$16.3K 0.01% 530

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UF
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advantage Investment Management's UVSP Position: Q1 2017 in Review

Advantage Investment Management sold out of Univest Financial (UVSP) in Q1 2017, closing a stake of 729 shares — an estimated $23K sold.

Advantage Investment Management first reported a position in UVSP in Q3 2016 and held it in 2 quarters. The position peaked at $23K in Q4 2016. 124 funds tracked by Wall St. Rank hold UVSP as of Q1 2017.

  • Advantage Investment Management reported no remaining Univest Financial position as of Q1 2017 after selling out during the quarter.
  • Advantage Investment Management sold 729 Univest Financial shares in Q1 2017, an estimated $23K.
  • Advantage Investment Management first reported a position in Univest Financial in Q3 2016 and held it in 2 quarters.
  • Advantage Investment Management's Univest Financial position peaked at $23K in Q4 2016.
  • 124 funds tracked by Wall St. Rank held Univest Financial as of Q1 2017.

Based on Advantage Investment Management's 13F filing for Q1 2017, filed 8 May 2017.