Beach Investment Counsel’s Univest Financial UVSP Stock Holding History

Beach Investment Counsel’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	-6,461	Closed	-$207K	–	164
2017 Q3	$207K	Sell	6,461 -1,325	-17%	-$39.6K	0.02%	157
2017 Q2	$233K	Sell	7,786 -1,248	-14%	-$35.8K	0.02%	152
2017 Q1	$234K	Sell	9,034 -4,898	-35%	-$137K	0.03%	152
2016 Q4	$430K	Hold	13,932	–	–	0.05%	121
2016 Q3	$325K	Sell	13,932 -3,924	-22%	-$87.5K	0.04%	133
2016 Q2	$375K	Hold	17,856	–	–	0.04%	119
2016 Q1	$348K	Hold	17,856	–	–	0.04%	137
2015 Q4	$372K	Buy	17,856 +5,434	+44%	+$110K	0.04%	137
2015 Q3	$239K	Hold	12,422	–	–	0.03%	157
2015 Q2	$253K	Buy	+12,422	New	+$244K	0.03%	168

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

Beach Investment Counsel's UVSP Position: Q4 2017 in Review

Beach Investment Counsel sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 6,461 shares — an estimated $207K sold.

Beach Investment Counsel first reported a position in UVSP in Q2 2015 and held it in 10 quarters. The position peaked at $430K in Q4 2016. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

Beach Investment Counsel reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
Beach Investment Counsel sold 6,461 Univest Financial shares in Q4 2017, an estimated $207K.
Beach Investment Counsel first reported a position in Univest Financial in Q2 2015 and held it in 10 quarters.
Beach Investment Counsel's Univest Financial position peaked at $430K in Q4 2016.
117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Beach Investment Counsel's 13F filing for Q4 2017, filed 29 Jan 2018.