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Bluefin Capital Management’s Univest Financial UVSP Stock Holding History

Bluefin Capital 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
2016
Q3 		– Sell
-84,054
Closed -$1.77M – 584
2016
Q2 		$1.77M Buy
+84,054
New +$1.67M 0.18% 92

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Bluefin Capital Management's UVSP Position: Q3 2016 in Review

Bluefin Capital Management sold out of Univest Financial (UVSP) in Q3 2016, closing a stake of 84,054 shares — an estimated $1.77M sold.

Bluefin Capital Management first reported a position in UVSP in Q2 2016 and held it in 1 quarter. The position peaked at $1.77M in Q2 2016. 120 funds tracked by Wall St. Rank hold UVSP as of Q3 2016.

  • Bluefin Capital Management reported no remaining Univest Financial position as of Q3 2016 after selling out during the quarter.
  • Bluefin Capital Management sold 84,054 Univest Financial shares in Q3 2016, an estimated $1.77M.
  • Bluefin Capital Management first reported a position in Univest Financial in Q2 2016 and held it in 1 quarter.
  • Bluefin Capital Management's Univest Financial position peaked at $1.77M in Q2 2016.
  • 120 funds tracked by Wall St. Rank held Univest Financial as of Q3 2016.

Based on Bluefin Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.