EAM Investors’s Univest Financial UVSP Stock Holding History

EAM Investors’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	-41,880	Closed	-$1.08M	–	359
2017 Q1	$1.08M	Sell	41,880 -107,879	-72%	-$3.02M	0.17%	189
2016 Q4	$4.63M	Buy	149,759 +24,403	+19%	+$651K	0.62%	11
2016 Q3	$2.93M	Buy	+125,356	New	+$2.8M	0.39%	102

Other funds holding UVSP

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

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

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

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

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

EAM Investors's UVSP Position: Q2 2017 in Review

EAM Investors sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 41,880 shares — an estimated $1.08M sold.

EAM Investors first reported a position in UVSP in Q3 2016 and held it in 3 quarters. The position peaked at $4.63M in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

EAM Investors reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
EAM Investors sold 41,880 Univest Financial shares in Q2 2017, an estimated $1.08M.
EAM Investors first reported a position in Univest Financial in Q3 2016 and held it in 3 quarters.
EAM Investors's Univest Financial position peaked at $4.63M in Q4 2016.
114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on EAM Investors's 13F filing for Q2 2017, filed 11 Aug 2017.