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Cornerstone Capital Management Holdings’s Univest Financial UVSP Stock Holding History

Cornerstone Capital Management Holdings’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
-15,789
Closed -$408K – 1345
2017
Q1 		$408K Buy
+15,789
New +$443K ﹤0.01% 1089

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UF
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Capital Management Holdings's UVSP Position: Q2 2017 in Review

Cornerstone Capital Management Holdings sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 15,789 shares — an estimated $408K sold.

Cornerstone Capital Management Holdings first reported a position in UVSP in Q1 2017 and held it in 1 quarter. The position peaked at $408K in Q1 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

  • Cornerstone Capital Management Holdings reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 15,789 Univest Financial shares in Q2 2017, an estimated $408K.
  • Cornerstone Capital Management Holdings first reported a position in Univest Financial in Q1 2017 and held it in 1 quarter.
  • Cornerstone Capital Management Holdings's Univest Financial position peaked at $408K in Q1 2017.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.