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Emerald Acquisition’s Univest Financial UVSP Stock Holding History

Emerald Acquisition’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
2016
Q3 		$1.38M Buy
58,899
+16,444
+39% +$367K ﹤0.01% 1964
2016
Q2 		$893K Buy
+42,455
New +$845K ﹤0.01% 2225

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Emerald Acquisition's UVSP Position: Q3 2016 in Review

Emerald Acquisition increased its Univest Financial (UVSP) stake by 39% in Q3 2016, buying an estimated $367K and bringing the position to 58,899 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Emerald Acquisition first reported a position in UVSP in Q2 2016 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold UVSP as of Q3 2016.

  • Emerald Acquisition held 58,899 shares of Univest Financial worth $1.38M as of Q3 2016.
  • Emerald Acquisition bought 16,444 Univest Financial shares in Q3 2016, an estimated $367K.
  • Univest Financial made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1964 holding.
  • Emerald Acquisition first reported a position in Univest Financial in Q2 2016 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Univest Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.