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BB&T Investment Services’s Univest Financial UVSP Stock Holding History

BB&T Investment Services’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
Q2 		– Sell
-650
Closed -$17K – 1227
2017
Q1 		$17K Hold
650
– – 0.01% 622
2016
Q4 		$20K Buy
+650
New +$17.3K 0.01% 422

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BB&T Investment Services's UVSP Position: Q2 2017 in Review

BB&T Investment Services sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 650 shares — an estimated $17K sold.

BB&T Investment Services first reported a position in UVSP in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

  • BB&T Investment Services reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
  • BB&T Investment Services sold 650 Univest Financial shares in Q2 2017, an estimated $17K.
  • BB&T Investment Services first reported a position in Univest Financial in Q4 2016 and held it in 2 quarters.
  • BB&T Investment Services's Univest Financial position peaked at $20K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on BB&T Investment Services's 13F filing for Q2 2017, filed 15 Aug 2017.