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Jefferies Group’s Univest Financial UVSP Stock Holding History

Jefferies Group’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
-458
Closed -$9K – 3057
2015
Q2 		$9K Buy
+458
New +$8.99K ﹤0.01% 2851

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
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

Jefferies Group's UVSP Position: Q3 2015 in Review

Jefferies Group sold out of Univest Financial (UVSP) in Q3 2015, closing a stake of 458 shares — an estimated $9K sold.

Jefferies Group first reported a position in UVSP in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 94 funds tracked by Wall St. Rank hold UVSP as of Q3 2015.

  • Jefferies Group reported no remaining Univest Financial position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 458 Univest Financial shares in Q3 2015, an estimated $9K.
  • Jefferies Group first reported a position in Univest Financial in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's Univest Financial position peaked at $9K in Q2 2015.
  • 94 funds tracked by Wall St. Rank held Univest Financial as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.