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Loeb Offshore Management’s Univest Financial UVSP Stock Holding History

Loeb Offshore Management’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
2013
Q3 		– Sell
-37,600
Closed -$717K – 247
2013
Q2 		$717K Buy
+37,600
New +$667K 0.37% 73

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Loeb Offshore Management's UVSP Position: Q3 2013 in Review

Loeb Offshore Management sold out of Univest Financial (UVSP) in Q3 2013, closing a stake of 37,600 shares — an estimated $717K sold.

Loeb Offshore Management first reported a position in UVSP in Q2 2013 and held it in 1 quarter. The position peaked at $717K in Q2 2013. 76 funds tracked by Wall St. Rank hold UVSP as of Q3 2013.

  • Loeb Offshore Management reported no remaining Univest Financial position as of Q3 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 37,600 Univest Financial shares in Q3 2013, an estimated $717K.
  • Loeb Offshore Management first reported a position in Univest Financial in Q2 2013 and held it in 1 quarter.
  • Loeb Offshore Management's Univest Financial position peaked at $717K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Univest Financial as of Q3 2013.

Based on Loeb Offshore Management's 13F filing for Q3 2013, filed 14 Nov 2013.