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Managed Account Advisors’s Univest Financial UVSP Stock Holding History

Managed Account Advisors’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
-851
Closed -$16K – 2557
2013
Q2 		$16K Buy
+851
New +$15.1K ﹤0.01% 2411

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

Managed Account Advisors's UVSP Position: Q3 2013 in Review

Managed Account Advisors sold out of Univest Financial (UVSP) in Q3 2013, closing a stake of 851 shares — an estimated $16K sold.

Managed Account Advisors first reported a position in UVSP in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 76 funds tracked by Wall St. Rank hold UVSP as of Q3 2013.

  • Managed Account Advisors reported no remaining Univest Financial position as of Q3 2013 after selling out during the quarter.
  • Managed Account Advisors sold 851 Univest Financial shares in Q3 2013, an estimated $16K.
  • Managed Account Advisors first reported a position in Univest Financial in Q2 2013 and held it in 1 quarter.
  • Managed Account Advisors's Univest Financial position peaked at $16K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Univest Financial as of Q3 2013.

Based on Managed Account Advisors's 13F filing for Q3 2013, filed 5 Nov 2013.