Ladenburg Thalmann Financial Services’s Univest Financial UVSP Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$17K	Sell	626 -239	-28%	-$6.18K	﹤0.01%	4233
2019 Q3	$22K	Hold	865	–	–	﹤0.01%	3992
2019 Q2	$23K	Buy	865 +160	+23%	+$4.01K	﹤0.01%	3975
2019 Q1	$17K	Sell	705 -18	-2%	-$439	﹤0.01%	4112
2018 Q4	$16K	Buy	723 +527	+269%	+$12.8K	﹤0.01%	4003
2018 Q3	$5K	Sell	196 -497	-72%	-$13.8K	﹤0.01%	4616
2018 Q2	$19K	Hold	693	–	–	﹤0.01%	3864
2018 Q1	$19K	Buy	693 +216	+45%	+$6.05K	﹤0.01%	3864
2017 Q4	$13K	Sell	477 -61	-11%	-$1.8K	﹤0.01%	4056
2017 Q3	$17K	Hold	538	–	–	﹤0.01%	3785
2017 Q2	$16K	Buy	538 +1	+0.2%	+$29	﹤0.01%	3750
2017 Q1	$14K	Buy	537 +196	+57%	+$5.5K	﹤0.01%	3785
2016 Q4	$10K	Sell	341 -629	-65%	-$16.8K	﹤0.01%	3909
2016 Q3	$23K	Buy	970 +231	+31%	+$5.15K	﹤0.01%	3313
2016 Q2	$16K	Buy	739 +39	+6%	+$776	﹤0.01%	3495
2016 Q1	$14K	Hold	700	–	–	﹤0.01%	3507
2015 Q4	$15K	Hold	700	–	–	﹤0.01%	3432
2015 Q3	$13K	Hold	700	–	–	﹤0.01%	3380
2015 Q2	$14K	Hold	700	–	–	﹤0.01%	3472
2015 Q1	$14K	Hold	700	–	–	﹤0.01%	3420
2014 Q4	$14K	Buy	+700	New	+$13.9K	﹤0.01%	3216

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UVSP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Univest Financial (UVSP) stake by 28% in Q4 2019, selling an estimated $6.18K and leaving 626 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4233.

Ladenburg Thalmann Financial Services first reported a position in UVSP in Q4 2014 and has held it in 21 quarters since. The position peaked at $23K in Q2 2019. 148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

Ladenburg Thalmann Financial Services held 626 shares of Univest Financial worth $17K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 239 Univest Financial shares in Q4 2019, an estimated $6.18K.
Univest Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4233 holding.
Ladenburg Thalmann Financial Services first reported a position in Univest Financial in Q4 2014 and has held it in 21 quarters since.
Ladenburg Thalmann Financial Services's Univest Financial position peaked at $23K in Q2 2019.
148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.