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Capital Investment Advisory Services’s Univest Financial UVSP Stock Holding History

Capital Investment Advisory Services’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
2019
Q3 		– Sell
-187
Closed -$5K – 1469
2019
Q2 		$5K Buy
+187
New +$4.69K ﹤0.01% 1146

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Renaissance Technologies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Capital Investment Advisory Services's UVSP Position: Q3 2019 in Review

Capital Investment Advisory Services sold out of Univest Financial (UVSP) in Q3 2019, closing a stake of 187 shares — an estimated $5K sold.

Capital Investment Advisory Services first reported a position in UVSP in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 139 funds tracked by Wall St. Rank hold UVSP as of Q3 2019.

  • Capital Investment Advisory Services reported no remaining Univest Financial position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 187 Univest Financial shares in Q3 2019, an estimated $5K.
  • Capital Investment Advisory Services first reported a position in Univest Financial in Q2 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's Univest Financial position peaked at $5K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q3 2019.

Based on Capital Investment Advisory Services's 13F filing for Q3 2019, filed 17 Oct 2019.