AF
UVSP icon

Advisornet Financial’s Univest Financial UVSP Stock Holding History

Advisornet Financial’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
2018
Q3 		– Sell
-35
Closed -$1K – 1627
2018
Q2 		$1K Buy
+35
New +$1K ﹤0.01% 1517

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Advisornet Financial's UVSP Position: Q3 2018 in Review

Advisornet Financial sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 35 shares — an estimated $1K sold.

Advisornet Financial first reported a position in UVSP in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • Advisornet Financial reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
  • Advisornet Financial sold 35 Univest Financial shares in Q3 2018, an estimated $1K.
  • Advisornet Financial first reported a position in Univest Financial in Q2 2018 and held it in 1 quarter.
  • Advisornet Financial's Univest Financial position peaked at $1K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.