Investors Capital Advisory Services’s Univest Financial UVSP Stock Holding History

Investors Capital Advisory Services’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
2015 Q3	–	Sell	-22,850	Closed	-$465K	–	761
2015 Q2	$465K	Hold	22,850	–	–	0.09%	339
2015 Q1	$452K	Buy	+22,850	New	+$440K	0.08%	337

Other funds holding UVSP

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Investors Capital Advisory Services's UVSP Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of Univest Financial (UVSP) in Q3 2015, closing a stake of 22,850 shares — an estimated $465K sold.

Investors Capital Advisory Services first reported a position in UVSP in Q1 2015 and held it in 2 quarters. The position peaked at $465K in Q2 2015. 94 funds tracked by Wall St. Rank hold UVSP as of Q3 2015.

Investors Capital Advisory Services reported no remaining Univest Financial position as of Q3 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 22,850 Univest Financial shares in Q3 2015, an estimated $465K.
Investors Capital Advisory Services first reported a position in Univest Financial in Q1 2015 and held it in 2 quarters.
Investors Capital Advisory Services's Univest Financial position peaked at $465K in Q2 2015.
94 funds tracked by Wall St. Rank held Univest Financial as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.