Ativo Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-35,110
| Closed | -$1.12M | – | 241 |
|
|
2017
Q3 | $1.12M | Sell |
35,110
-3,003
| -8% | -$96.1K | 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% | -$325K | 0.28% | 133 |
|
|
2016
Q3 | $1.14M | Buy |
48,613
+1
| +0% | +$23 | 0.26% | 128 |
|
|
2016
Q2 | $1.02M | Buy |
48,612
+24,300
| +100% | +$511K | 0.25% | 126 |
|
|
2016
Q1 | $474K | Hold |
24,312
| – | – | 0.13% | 153 |
|
|
2015
Q4 | $507K | Buy |
24,312
+7,906
| +48% | +$165K | 0.13% | 153 |
|
|
2015
Q3 | $338K | Buy |
+16,406
| New | +$338K | 0.09% | 204 |
|