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Cullinan Associates’s Univest Financial UVSP Stock Holding History

Cullinan Associates’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
2018
Q1 		– Sell
-22,000
Closed -$617K – 190
2017
Q4 		$617K Buy
+22,000
New +$651K 0.05% 152

Other funds holding UVSP

Aberdeen Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Cullinan Associates's UVSP Position: Q1 2018 in Review

Cullinan Associates sold out of Univest Financial (UVSP) in Q1 2018, closing a stake of 22,000 shares — an estimated $617K sold.

Cullinan Associates first reported a position in UVSP in Q4 2017 and held it in 1 quarter. The position peaked at $617K in Q4 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q1 2018.

  • Cullinan Associates reported no remaining Univest Financial position as of Q1 2018 after selling out during the quarter.
  • Cullinan Associates sold 22,000 Univest Financial shares in Q1 2018, an estimated $617K.
  • Cullinan Associates first reported a position in Univest Financial in Q4 2017 and held it in 1 quarter.
  • Cullinan Associates's Univest Financial position peaked at $617K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q1 2018.

Based on Cullinan Associates's 13F filing for Q1 2018, filed 27 Apr 2018.