Ativo Capital Management’s Univest Financial UVSP Stock Holding History

Ativo Capital 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 Q4	–	Sell	-35,110	Closed	-$1.12M	–	241
2017 Q3	$1.12M	Sell	35,110 -3,003	-8%	-$89.6K	0.3%	154
2017 Q2	$1.14M	Hold	38,113	–	–	0.31%	140
2017 Q1	$987K	Hold	38,113	–	–	0.25%	172
2016 Q4	$1.18M	Sell	38,113 -10,500	-22%	-$280K	0.28%	133
2016 Q3	$1.14M	Buy	48,613 +1	+0%	+$22	0.26%	128
2016 Q2	$1.02M	Buy	48,612 +24,300	+100%	+$483K	0.25%	126
2016 Q1	$474K	Hold	24,312	–	–	0.13%	153
2015 Q4	$507K	Buy	24,312 +7,906	+48%	+$160K	0.13%	153
2015 Q3	$338K	Buy	+16,406	New	+$323K	0.09%	204

Other funds holding UVSP

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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

Ativo Capital Management's UVSP Position: Q4 2017 in Review

Ativo Capital Management sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 35,110 shares — an estimated $1.12M sold.

Ativo Capital Management first reported a position in UVSP in Q3 2015 and held it in 9 quarters. The position peaked at $1.18M in Q4 2016. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

Ativo Capital Management reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
Ativo Capital Management sold 35,110 Univest Financial shares in Q4 2017, an estimated $1.12M.
Ativo Capital Management first reported a position in Univest Financial in Q3 2015 and held it in 9 quarters.
Ativo Capital Management's Univest Financial position peaked at $1.18M in Q4 2016.
117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Ativo Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.