First Niagara Bank’s Univest Financial UVSP Stock Holding History

First Niagara Bank’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 Q2	$767K	Hold	36,482	–	–	0.22%	100
2016 Q1	$712K	Sell	36,482 -1,000	-3%	-$19.4K	0.21%	103
2015 Q4	$782K	Sell	37,482 -352	-0.9%	-$7.12K	0.22%	101
2015 Q3	$727K	Hold	37,834	–	–	0.19%	110
2015 Q2	$771K	Hold	37,834	–	–	0.17%	110
2015 Q1	$749K	Hold	37,834	–	–	0.16%	116
2014 Q4	$766K	Hold	37,834	–	–	0.16%	112
2014 Q3	$709K	Sell	37,834 -2,000	-5%	-$38.9K	0.15%	120
2014 Q2	$824K	Sell	39,834 -6,893	-15%	-$138K	0.17%	116
2014 Q1	$959K	Hold	46,727	–	–	0.19%	114
2013 Q4	$966K	Hold	46,727	–	–	0.19%	114
2013 Q3	$881K	Hold	46,727	–	–	0.19%	113
2013 Q2	$891K	Buy	+46,727	New	+$828K	0.19%	109

Other funds holding UVSP

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

First Niagara Bank's UVSP Position: Q2 2016 in Review

First Niagara Bank held its Univest Financial (UVSP) position steady in Q2 2016 at 36,482 shares worth $767K. The position accounts for 0.22% of the portfolio, ranked #100.

First Niagara Bank first reported a position in UVSP in Q2 2013 and has held it in 13 quarters since. The position peaked at $966K in Q4 2013. 109 funds tracked by Wall St. Rank hold UVSP as of Q2 2016.

First Niagara Bank held 36,482 shares of Univest Financial worth $767K as of Q2 2016.
First Niagara Bank left its Univest Financial share count unchanged in Q2 2016.
Univest Financial made up 0.22% of First Niagara Bank's portfolio in Q2 2016, its #100 holding.
First Niagara Bank first reported a position in Univest Financial in Q2 2013 and has held it in 13 quarters since.
First Niagara Bank's Univest Financial position peaked at $966K in Q4 2013.
109 funds tracked by Wall St. Rank held Univest Financial as of Q2 2016.

Based on First Niagara Bank's 13F filing for Q2 2016, filed 25 Jul 2016.