Delta Asset Management’s Univest Financial UVSP Stock Holding History

Delta Asset 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 Q4	–	Sell	-291	Closed	-$8K	–	685
2018 Q3	$8K	Hold	291	–	–	﹤0.01%	493
2018 Q2	$8K	Hold	291	–	–	﹤0.01%	474
2018 Q1	$8K	Hold	291	–	–	﹤0.01%	473
2017 Q4	$8K	Hold	291	–	–	﹤0.01%	470
2017 Q3	$9K	Buy	+291	New	+$8.69K	﹤0.01%	427
2017 Q2	–	Sell	-291	Closed	-$8K	–	615
2017 Q1	$8K	Hold	291	–	–	﹤0.01%	453
2016 Q4	$9K	Hold	291	–	–	﹤0.01%	430
2016 Q3	$7K	Buy	+291	New	+$6.49K	﹤0.01%	456

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Delta Asset Management's UVSP Position: Q4 2018 in Review

Delta Asset Management sold out of Univest Financial (UVSP) in Q4 2018, closing a stake of 291 shares — an estimated $8K sold.

Delta Asset Management first reported a position in UVSP in Q3 2016 and held it in 8 quarters. The position peaked at $9K in Q3 2017. 115 funds tracked by Wall St. Rank hold UVSP as of Q4 2018.

Delta Asset Management reported no remaining Univest Financial position as of Q4 2018 after selling out during the quarter.
Delta Asset Management sold 291 Univest Financial shares in Q4 2018, an estimated $8K.
Delta Asset Management first reported a position in Univest Financial in Q3 2016 and held it in 8 quarters.
Delta Asset Management's Univest Financial position peaked at $9K in Q3 2017.
115 funds tracked by Wall St. Rank held Univest Financial as of Q4 2018.

Based on Delta Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.