Citizens & Northern Corp’s Univest Financial UVSP Stock Holding History

Citizens & Northern Corp’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
2015 Q4	–	Sell	-10,000	Closed	-$192K	–	117
2015 Q3	$192K	Hold	10,000	–	–	0.15%	113
2015 Q2	$204K	Hold	10,000	–	–	0.16%	107
2015 Q1	$198K	Sell	10,000 -700	-7%	-$13.5K	0.15%	106
2014 Q4	$217K	Buy	10,700 +700	+7%	+$13.9K	0.16%	106
2014 Q3	$188K	Hold	10,000	–	–	0.15%	79
2014 Q2	$207K	Hold	10,000	–	–	0.17%	77
2014 Q1	$205K	Hold	10,000	–	–	0.16%	76
2013 Q4	$207K	Hold	10,000	–	–	0.16%	74
2013 Q3	$189K	Hold	10,000	–	–	0.15%	73
2013 Q2	$191K	Buy	+10,000	New	+$177K	0.16%	73

Other funds holding UVSP

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

AAM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citizens & Northern Corp's UVSP Position: Q4 2015 in Review

Citizens & Northern Corp sold out of Univest Financial (UVSP) in Q4 2015, closing a stake of 10,000 shares — an estimated $192K sold.

Citizens & Northern Corp first reported a position in UVSP in Q2 2013 and held it in 10 quarters. The position peaked at $217K in Q4 2014. 100 funds tracked by Wall St. Rank hold UVSP as of Q4 2015.

Citizens & Northern Corp reported no remaining Univest Financial position as of Q4 2015 after selling out during the quarter.
Citizens & Northern Corp sold 10,000 Univest Financial shares in Q4 2015, an estimated $192K.
Citizens & Northern Corp first reported a position in Univest Financial in Q2 2013 and held it in 10 quarters.
Citizens & Northern Corp's Univest Financial position peaked at $217K in Q4 2014.
100 funds tracked by Wall St. Rank held Univest Financial as of Q4 2015.

Based on Citizens & Northern Corp's 13F filing for Q4 2015, filed 16 Feb 2016.