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Guggenheim Capital’s Univest Financial UVSP Stock Holding History

Guggenheim 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
2017
Q4 		– Sell
-11,129
Closed -$357K – 2813
2017
Q3 		$357K Sell
11,129
-14
-0.1% -$418 ﹤0.01% 2498
2017
Q2 		$334K Sell
11,143
-288
-3% -$8.26K ﹤0.01% 2527
2017
Q1 		$297K Sell
11,431
-242
-2% -$6.79K ﹤0.01% 2558
2016
Q4 		$361K Buy
11,673
+921
+9% +$24.6K ﹤0.01% 2527
2016
Q3 		$251K Buy
+10,752
New +$240K ﹤0.01% 2604

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guggenheim Capital's UVSP Position: Q4 2017 in Review

Guggenheim Capital sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 11,129 shares — an estimated $357K sold.

Guggenheim Capital first reported a position in UVSP in Q3 2016 and held it in 5 quarters. The position peaked at $361K in Q4 2016. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

  • Guggenheim Capital reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
  • Guggenheim Capital sold 11,129 Univest Financial shares in Q4 2017, an estimated $357K.
  • Guggenheim Capital first reported a position in Univest Financial in Q3 2016 and held it in 5 quarters.
  • Guggenheim Capital's Univest Financial position peaked at $361K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Guggenheim Capital's 13F filing for Q4 2017, filed 14 Feb 2018.