AIM
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Assured Investment Management’s Univest Financial UVSP Stock Holding History

Assured 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
2018
Q4 		– Sell
-57,198
Closed -$1.51M – 1325
2018
Q3 		$1.51M Buy
57,198
+32,657
+133% +$909K 0.03% 477
2018
Q2 		$675K Buy
24,541
+10,329
+73% +$296K 0.01% 716
2018
Q1 		$394K Buy
+14,212
New +$398K 0.01% 842

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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

Assured Investment Management's UVSP Position: Q4 2018 in Review

Assured Investment Management sold out of Univest Financial (UVSP) in Q4 2018, closing a stake of 57,198 shares — an estimated $1.51M sold.

Assured Investment Management first reported a position in UVSP in Q1 2018 and held it in 3 quarters. The position peaked at $1.51M in Q3 2018. 115 funds tracked by Wall St. Rank hold UVSP as of Q4 2018.

  • Assured Investment Management reported no remaining Univest Financial position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 57,198 Univest Financial shares in Q4 2018, an estimated $1.51M.
  • Assured Investment Management first reported a position in Univest Financial in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Univest Financial position peaked at $1.51M in Q3 2018.
  • 115 funds tracked by Wall St. Rank held Univest Financial as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.