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BlackRock Advisors’s Univest Financial UVSP Stock Holding History

BlackRock Advisors’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
2016
Q4 		$462K Buy
14,957
+1,375
+10% +$36.7K ﹤0.01% 2248
2016
Q3 		$317K Buy
13,582
+3,963
+41% +$88.4K ﹤0.01% 2417
2016
Q2 		$202K Buy
9,619
+438
+5% +$8.71K ﹤0.01% 2604
2016
Q1 		$179K Buy
9,181
+529
+6% +$10.2K ﹤0.01% 2619
2015
Q4 		$180K Sell
8,652
-3,925
-31% -$79.4K ﹤0.01% 2630
2015
Q3 		$242K Buy
12,577
+874
+7% +$17.2K ﹤0.01% 2607
2015
Q2 		$238K Buy
11,703
+1,503
+15% +$29.5K ﹤0.01% 2701
2015
Q1 		$202K Buy
10,200
+1,506
+17% +$29K ﹤0.01% 2665
2014
Q4 		$176K Sell
8,694
-505
-5% -$10K ﹤0.01% 2709
2014
Q3 		$172K Sell
9,199
-156
-2% -$3.03K ﹤0.01% 2706
2014
Q2 		$194K Sell
9,355
-1,774
-16% -$35.4K ﹤0.01% 2654
2014
Q1 		$228K Buy
11,129
+80
+0.7% +$1.55K ﹤0.01% 2571
2013
Q4 		$228K Buy
11,049
+714
+7% +$14.2K ﹤0.01% 2577
2013
Q3 		$195K Buy
10,335
+88
+0.9% +$1.74K ﹤0.01% 2567
2013
Q2 		$195K Buy
+10,247
New +$182K ﹤0.01% 2483

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock Advisors's UVSP Position: Q4 2016 in Review

BlackRock Advisors increased its Univest Financial (UVSP) stake by 10% in Q4 2016, buying an estimated $36.7K and bringing the position to 14,957 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

BlackRock Advisors first reported a position in UVSP in Q2 2013 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold UVSP as of Q4 2016.

  • BlackRock Advisors held 14,957 shares of Univest Financial worth $462K as of Q4 2016.
  • BlackRock Advisors bought 1,375 Univest Financial shares in Q4 2016, an estimated $36.7K.
  • Univest Financial made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2248 holding.
  • BlackRock Advisors first reported a position in Univest Financial in Q2 2013 and has held it in 15 quarters since.
  • 130 funds tracked by Wall St. Rank held Univest Financial as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.