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Financial Architects (New Jersey)’s Univest Financial UVSP Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-250
Closed -$7K – 1511
2018
Q1 		$7K Buy
+250
New +$7K ﹤0.01% 1184

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T. Rowe Price Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Financial Architects (New Jersey)'s UVSP Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 250 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in UVSP in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 250 Univest Financial shares in Q2 2018, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Univest Financial in Q1 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Univest Financial position peaked at $7K in Q1 2018.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.