CG
UVSP icon

Cutler Group’s Univest Financial UVSP Stock Holding History

Cutler Group’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
Q4 		– Sell
-304
Closed -$9K – 5991
2017
Q3 		$9K Buy
304
+4
+1% +$119 ﹤0.01% 3921
2017
Q2 		$8K Buy
+300
New +$8.61K ﹤0.01% 4421
2017
Q1 		– Sell
-2,900
Closed -$89K – 7264
2016
Q4 		$89K Buy
+2,900
New +$77.3K ﹤0.01% 2011

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cutler Group's UVSP Position: Q4 2017 in Review

Cutler Group sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 304 shares — an estimated $9K sold.

Cutler Group first reported a position in UVSP in Q4 2016 and held it in 3 quarters. The position peaked at $89K in Q4 2016. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

  • Cutler Group reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
  • Cutler Group sold 304 Univest Financial shares in Q4 2017, an estimated $9K.
  • Cutler Group first reported a position in Univest Financial in Q4 2016 and held it in 3 quarters.
  • Cutler Group's Univest Financial position peaked at $89K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.