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Clark Estates Inc’s Univest Financial UVSP Stock Holding History

Clark Estates Inc’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 		– Sell
-25,998
Closed -$607K – 97
2016
Q3 		$607K Buy
+25,998
New +$580K 0.12% 94

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
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
UF
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clark Estates Inc's UVSP Position: Q4 2016 in Review

Clark Estates Inc sold out of Univest Financial (UVSP) in Q4 2016, closing a stake of 25,998 shares — an estimated $607K sold.

Clark Estates Inc first reported a position in UVSP in Q3 2016 and held it in 1 quarter. The position peaked at $607K in Q3 2016. 130 funds tracked by Wall St. Rank hold UVSP as of Q4 2016.

  • Clark Estates Inc reported no remaining Univest Financial position as of Q4 2016 after selling out during the quarter.
  • Clark Estates Inc sold 25,998 Univest Financial shares in Q4 2016, an estimated $607K.
  • Clark Estates Inc first reported a position in Univest Financial in Q3 2016 and held it in 1 quarter.
  • Clark Estates Inc's Univest Financial position peaked at $607K in Q3 2016.
  • 130 funds tracked by Wall St. Rank held Univest Financial as of Q4 2016.

Based on Clark Estates Inc's 13F filing for Q4 2016, filed 8 Feb 2017.