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Marshall Wace North America’s Univest Financial UVSP Stock Holding History

Marshall Wace North America’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
2018
Q2 		– Sell
-21,753
Closed -$603K – 1706
2018
Q1 		$603K Sell
21,753
-1,243
-5% -$34.8K ﹤0.01% 1112
2017
Q4 		$645K Buy
+22,996
New +$680K ﹤0.01% 1088

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Marshall Wace North America's UVSP Position: Q2 2018 in Review

Marshall Wace North America sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 21,753 shares — an estimated $603K sold.

Marshall Wace North America first reported a position in UVSP in Q4 2017 and held it in 2 quarters. The position peaked at $645K in Q4 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

  • Marshall Wace North America reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
  • Marshall Wace North America sold 21,753 Univest Financial shares in Q2 2018, an estimated $603K.
  • Marshall Wace North America first reported a position in Univest Financial in Q4 2017 and held it in 2 quarters.
  • Marshall Wace North America's Univest Financial position peaked at $645K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Marshall Wace North America's 13F filing for Q2 2018, filed 14 Aug 2018.