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Hudock Inc’s Univest Financial UVSP Stock Holding History

Hudock Inc’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
Q3 		– Sell
-1,040
Closed -$28K – 707
2018
Q2 		$28K Hold
1,040
– – 0.01% 305
2018
Q1 		$28K Hold
1,040
– – 0.01% 320
2017
Q4 		$29K Hold
1,040
– – 0.01% 304
2017
Q3 		$33K Hold
1,040
– – 0.02% 295
2017
Q2 		$31K Hold
1,040
– – 0.02% 290
2017
Q1 		$26K Hold
1,040
– – 0.01% 297
2016
Q4 		$32K Hold
1,040
– – 0.02% 268
2016
Q3 		$24K Buy
+1,040
New +$23.2K 0.01% 306

Other funds holding UVSP

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
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

Hudock Inc's UVSP Position: Q3 2018 in Review

Hudock Inc sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 1,040 shares — an estimated $28K sold.

Hudock Inc first reported a position in UVSP in Q3 2016 and held it in 8 quarters. The position peaked at $33K in Q3 2017. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • Hudock Inc reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
  • Hudock Inc sold 1,040 Univest Financial shares in Q3 2018, an estimated $28K.
  • Hudock Inc first reported a position in Univest Financial in Q3 2016 and held it in 8 quarters.
  • Hudock Inc's Univest Financial position peaked at $33K in Q3 2017.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Hudock Inc's 13F filing for Q3 2018, filed 16 Oct 2018.