Emerald Advisers’s Univest Financial UVSP Stock Holding History

Emerald Advisers’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 Q4	–	Sell	-80,294	Closed	-$1.88M	–	311
2016 Q3	$1.88M	Buy	80,294 +27,700	+53%	+$618K	0.08%	207
2016 Q2	$1.11M	Sell	52,594 -855	-2%	-$17K	0.05%	233
2016 Q1	$1.04M	Sell	53,449 -12,182	-19%	-$236K	0.05%	246
2015 Q4	$1.37M	Sell	65,631 -59,220	-47%	-$1.2M	0.06%	231
2015 Q3	$2.4M	Buy	124,851 +700	+0.6%	+$13.8K	0.13%	193
2015 Q2	$2.53M	Sell	124,151 -150	-0.1%	-$2.94K	0.12%	192
2015 Q1	$2.54M	Sell	124,301 -8,698	-7%	-$167K	0.13%	189
2014 Q4	$2.69M	Hold	132,999	–	–	0.14%	183
2014 Q3	$2.49M	Hold	132,999	–	–	0.15%	186
2014 Q2	$2.75M	Hold	132,999	–	–	0.16%	176
2014 Q1	$2.73M	Buy	132,999 +75,000	+129%	+$1.46M	0.15%	172
2013 Q4	$1.2M	Buy	57,999 +580	+1%	+$11.6K	0.06%	233
2013 Q3	$1.08M	Hold	57,419	–	–	0.06%	237
2013 Q2	$1.09M	Buy	+57,419	New	+$1.02M	0.07%	233

Other funds holding UVSP

AAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Emerald Advisers's UVSP Position: Q4 2016 in Review

Emerald Advisers sold out of Univest Financial (UVSP) in Q4 2016, closing a stake of 80,294 shares — an estimated $1.88M sold.

Emerald Advisers first reported a position in UVSP in Q2 2013 and held it in 14 quarters. The position peaked at $2.75M in Q2 2014. 130 funds tracked by Wall St. Rank hold UVSP as of Q4 2016.

Emerald Advisers reported no remaining Univest Financial position as of Q4 2016 after selling out during the quarter.
Emerald Advisers sold 80,294 Univest Financial shares in Q4 2016, an estimated $1.88M.
Emerald Advisers first reported a position in Univest Financial in Q2 2013 and held it in 14 quarters.
Emerald Advisers's Univest Financial position peaked at $2.75M in Q2 2014.
130 funds tracked by Wall St. Rank held Univest Financial as of Q4 2016.

Based on Emerald Advisers's 13F filing for Q4 2016, filed 26 Jan 2017.