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Delpha Capital Management’s Univest Financial UVSP Stock Holding History

Delpha Capital Management’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
-609
Closed -$17K – 1176
2017
Q4 		$17K Buy
+609
New +$18K 0.02% 860

Other funds holding UVSP

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Delpha Capital Management's UVSP Position: Q1 2018 in Review

Delpha Capital Management sold out of Univest Financial (UVSP) in Q1 2018, closing a stake of 609 shares — an estimated $17K sold.

Delpha Capital Management first reported a position in UVSP in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q1 2018.

  • Delpha Capital Management reported no remaining Univest Financial position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 609 Univest Financial shares in Q1 2018, an estimated $17K.
  • Delpha Capital Management first reported a position in Univest Financial in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Univest Financial position peaked at $17K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.