Brick & Kyle Associates’s Univest Financial UVSP Stock Holding History

Brick & Kyle Associates’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	-200	Closed	-$5K	–	342
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	378
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	376
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	385
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	397
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	392
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	384
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	392
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	416
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	423
2014 Q4	$4K	Buy	+200	New	+$3.97K	﹤0.01%	404

Other funds holding UVSP

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Brick & Kyle Associates's UVSP Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 200 shares — an estimated $5K sold.

Brick & Kyle Associates first reported a position in UVSP in Q4 2014 and held it in 10 quarters. The position peaked at $6K in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

Brick & Kyle Associates reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 200 Univest Financial shares in Q2 2017, an estimated $5K.
Brick & Kyle Associates first reported a position in Univest Financial in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's Univest Financial position peaked at $6K in Q4 2016.
114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.