M&T Bank
UVSP icon

M&T Bank’s Univest Financial UVSP Stock Holding History

M&T Bank’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
Q3 		– Sell
-707
Closed -$15K – 2356
2014
Q2 		$15K Hold
707
– – ﹤0.01% 888
2014
Q1 		$15K Hold
707
– – ﹤0.01% 887
2013
Q4 		$15K Hold
707
– – ﹤0.01% 858
2013
Q3 		$13K Hold
707
– – ﹤0.01% 815
2013
Q2 		$13K Buy
+707
New +$12.5K ﹤0.01% 805

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
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank's UVSP Position: Q3 2014 in Review

M&T Bank sold out of Univest Financial (UVSP) in Q3 2014, closing a stake of 707 shares — an estimated $15K sold.

M&T Bank first reported a position in UVSP in Q2 2013 and held it in 5 quarters. The position peaked at $15K in Q2 2014. 87 funds tracked by Wall St. Rank hold UVSP as of Q3 2014.

  • M&T Bank reported no remaining Univest Financial position as of Q3 2014 after selling out during the quarter.
  • M&T Bank sold 707 Univest Financial shares in Q3 2014, an estimated $15K.
  • M&T Bank first reported a position in Univest Financial in Q2 2013 and held it in 5 quarters.
  • M&T Bank's Univest Financial position peaked at $15K in Q2 2014.
  • 87 funds tracked by Wall St. Rank held Univest Financial as of Q3 2014.

Based on M&T Bank's 13F filing for Q3 2014, filed 14 Nov 2014.