Concourse Financial Group Securities’s Univest Financial UVSP Stock Holding History

Concourse Financial Group Securities’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
2020 Q1	–	Sell	-717	Closed	-$16.4K	–	2326
2019 Q4	$19K	Hold	717	–	–	﹤0.01%	1273
2019 Q3	$18K	Hold	717	–	–	﹤0.01%	998
2019 Q2	$19K	Hold	717	–	–	﹤0.01%	1275
2019 Q1	$17K	Hold	717	–	–	﹤0.01%	1329
2018 Q4	$15K	Hold	717	–	–	﹤0.01%	1286
2018 Q3	$19K	Buy	+717	New	+$20K	0.01%	873

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Concourse Financial Group Securities's UVSP Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 717 shares — an estimated $16.4K sold.

Concourse Financial Group Securities first reported a position in UVSP in Q3 2018 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

Concourse Financial Group Securities reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 717 Univest Financial shares in Q1 2020, an estimated $16.4K.
Concourse Financial Group Securities first reported a position in Univest Financial in Q3 2018 and held it in 6 quarters.
Concourse Financial Group Securities's Univest Financial position peaked at $19K in Q4 2019.
127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.