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Ground Swell Capital’s Univest Financial UVSP Stock Holding History

Ground Swell Capital’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
2014
Q3 		$4K Buy
+200
New +$3.89K 0.01% 1601

Other funds holding UVSP

UF
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's UVSP Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Univest Financial (UVSP) in Q3 2014: 200 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1601 among its holdings.

87 funds tracked by Wall St. Rank hold UVSP as of Q3 2014.

  • Ground Swell Capital held 200 shares of Univest Financial worth $4K as of Q3 2014.
  • Univest Financial was a new Ground Swell Capital position in Q3 2014.
  • Univest Financial made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1601 holding.
  • 87 funds tracked by Wall St. Rank held Univest Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.