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Investment Counselors of Maryland’s Univest Financial UVSP Stock Holding History

Investment Counselors of Maryland’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
Q1 		– Sell
-72,113
Closed -$1.49M – 218
2013
Q4 		$1.49M Sell
72,113
-102,787
-59% -$2.05M 0.06% 153
2013
Q3 		$3.3M Sell
174,900
-100,400
-36% -$1.99M 0.14% 129
2013
Q2 		$5.25M Buy
+275,300
New +$4.88M 0.23% 123

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 18.14% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Counselors of Maryland's UVSP Position: Q1 2014 in Review

Investment Counselors of Maryland sold out of Univest Financial (UVSP) in Q1 2014, closing a stake of 72,113 shares — an estimated $1.49M sold.

Investment Counselors of Maryland first reported a position in UVSP in Q2 2013 and held it in 3 quarters. The position peaked at $5.25M in Q2 2013. 80 funds tracked by Wall St. Rank hold UVSP as of Q1 2014.

  • Investment Counselors of Maryland reported no remaining Univest Financial position as of Q1 2014 after selling out during the quarter.
  • Investment Counselors of Maryland sold 72,113 Univest Financial shares in Q1 2014, an estimated $1.49M.
  • Investment Counselors of Maryland first reported a position in Univest Financial in Q2 2013 and held it in 3 quarters.
  • Investment Counselors of Maryland's Univest Financial position peaked at $5.25M in Q2 2013.
  • 80 funds tracked by Wall St. Rank held Univest Financial as of Q1 2014.

Based on Investment Counselors of Maryland's 13F filing for Q1 2014, filed 5 May 2014.