Aureus Asset Management’s Univest Financial UVSP Stock Holding History

Aureus Asset 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 Q3	–	Sell	-10,404	Closed	-$312K	–	185
2017 Q2	$312K	Hold	10,404	–	–	0.05%	127
2017 Q1	$305K	Hold	10,404	–	–	0.05%	131
2016 Q4	$321K	Hold	10,404	–	–	0.06%	107
2016 Q3	$243K	Buy	+10,404	New	+$232K	0.05%	129

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Aureus Asset Management's UVSP Position: Q3 2017 in Review

Aureus Asset Management sold out of Univest Financial (UVSP) in Q3 2017, closing a stake of 10,404 shares — an estimated $312K sold.

Aureus Asset Management first reported a position in UVSP in Q3 2016 and held it in 4 quarters. The position peaked at $321K in Q4 2016. 113 funds tracked by Wall St. Rank hold UVSP as of Q3 2017.

Aureus Asset Management reported no remaining Univest Financial position as of Q3 2017 after selling out during the quarter.
Aureus Asset Management sold 10,404 Univest Financial shares in Q3 2017, an estimated $312K.
Aureus Asset Management first reported a position in Univest Financial in Q3 2016 and held it in 4 quarters.
Aureus Asset Management's Univest Financial position peaked at $321K in Q4 2016.
113 funds tracked by Wall St. Rank held Univest Financial as of Q3 2017.

Based on Aureus Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.