Asset Planning Services (Pennsylvania)’s Univest Financial UVSP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-631	Closed	-$16K	–	243
2019 Q3	$16K	Hold	631	–	–	0.01%	180
2019 Q2	$17K	Hold	631	–	–	0.01%	174
2019 Q1	$15K	Hold	631	–	–	0.01%	180
2018 Q4	$14K	Hold	631	–	–	0.01%	183
2018 Q3	$16K	Hold	631	–	–	0.01%	177
2018 Q2	$17K	Sell	631 -589	-48%	-$16.9K	0.01%	176
2018 Q1	$34K	Hold	1,220	–	–	0.02%	148
2017 Q4	$34K	Hold	1,220	–	–	0.02%	149
2017 Q3	$39K	Hold	1,220	–	–	0.02%	158
2017 Q2	$37K	Hold	1,220	–	–	0.02%	152
2017 Q1	$32K	Hold	1,220	–	–	0.02%	166
2016 Q4	$38K	Hold	1,220	–	–	0.03%	145
2016 Q3	$28K	Hold	1,220	–	–	0.02%	149
2016 Q2	$26K	Hold	1,220	–	–	0.02%	163
2016 Q1	$24K	Hold	1,220	–	–	0.02%	162
2015 Q4	$25K	Hold	1,220	–	–	0.02%	129
2015 Q3	$23K	Hold	1,220	–	–	0.02%	126
2015 Q2	$25K	Buy	+1,220	New	+$23.9K	0.02%	141

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s UVSP Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Univest Financial (UVSP) in Q4 2019, closing a stake of 631 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in UVSP in Q2 2015 and held it in 18 quarters. The position peaked at $39K in Q3 2017. 148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Univest Financial position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 631 Univest Financial shares in Q4 2019, an estimated $16K.
Asset Planning Services (Pennsylvania) first reported a position in Univest Financial in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Univest Financial position peaked at $39K in Q3 2017.
148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.