BlackRock Group’s Univest Financial UVSP Stock Holding History

BlackRock Group’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	$369K	Buy	11,969 +3,237	+37%	+$86.3K	﹤0.01%	2456
2016 Q3	$204K	Buy	8,732 +3,088	+55%	+$68.9K	﹤0.01%	2622
2016 Q2	$119K	Hold	5,644	–	–	﹤0.01%	2732
2016 Q1	$110K	Buy	5,644 +3,219	+133%	+$62.4K	﹤0.01%	2736
2015 Q4	$51K	Hold	2,425	–	–	﹤0.01%	2821
2015 Q3	$47K	Buy	+2,425	New	+$47.7K	﹤0.01%	2859
2014 Q2	–	Sell	-20,946	Closed	-$430K	–	2868
2014 Q1	$430K	Hold	20,946	–	–	﹤0.01%	2284
2013 Q4	$433K	Hold	20,946	–	–	﹤0.01%	2255
2013 Q3	$395K	Hold	20,946	–	–	﹤0.01%	2318
2013 Q2	$399K	Buy	+20,946	New	+$371K	﹤0.01%	2121

Other funds holding UVSP

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock Group's UVSP Position: Q4 2016 in Review

BlackRock Group increased its Univest Financial (UVSP) stake by 37% in Q4 2016, buying an estimated $86.3K and bringing the position to 11,969 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

BlackRock Group first reported a position in UVSP in Q2 2013 and has held it in 10 quarters since. The position peaked at $433K in Q4 2013. 130 funds tracked by Wall St. Rank hold UVSP as of Q4 2016.

BlackRock Group held 11,969 shares of Univest Financial worth $369K as of Q4 2016.
BlackRock Group bought 3,237 Univest Financial shares in Q4 2016, an estimated $86.3K.
Univest Financial made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2456 holding.
BlackRock Group first reported a position in Univest Financial in Q2 2013 and has held it in 10 quarters since.
BlackRock Group's Univest Financial position peaked at $433K in Q4 2013.
130 funds tracked by Wall St. Rank held Univest Financial as of Q4 2016.

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