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First Capital Advisors Group’s Univest Financial UVSP Stock Holding History

First Capital Advisors Group’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
-7,903
Closed -$209K – 182
2018
Q3 		$209K Buy
+7,903
New +$220K 0.13% 158

Other funds holding UVSP

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Capital Advisors Group's UVSP Position: Q4 2018 in Review

First Capital Advisors Group sold out of Univest Financial (UVSP) in Q4 2018, closing a stake of 7,903 shares — an estimated $209K sold.

First Capital Advisors Group first reported a position in UVSP in Q3 2018 and held it in 1 quarter. The position peaked at $209K in Q3 2018. 115 funds tracked by Wall St. Rank hold UVSP as of Q4 2018.

  • First Capital Advisors Group reported no remaining Univest Financial position as of Q4 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 7,903 Univest Financial shares in Q4 2018, an estimated $209K.
  • First Capital Advisors Group first reported a position in Univest Financial in Q3 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Univest Financial position peaked at $209K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held Univest Financial as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.