Mendon Capital Advisors’s Univest Financial UVSP Stock Holding History

Mendon Capital 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
2017 Q2	–	Sell	-45,000	Closed	-$1.17M	–	125
2017 Q1	$1.17M	Hold	45,000	–	–	0.09%	109
2016 Q4	$1.39M	Hold	45,000	–	–	0.14%	88
2016 Q3	$1.05M	Hold	45,000	–	–	0.12%	101
2016 Q2	$946K	Hold	45,000	–	–	0.1%	99
2016 Q1	$878K	Hold	45,000	–	–	0.11%	103
2015 Q4	$939K	Buy	+45,000	New	+$910K	0.13%	107

Other funds holding UVSP

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Mendon Capital Advisors's UVSP Position: Q2 2017 in Review

Mendon Capital Advisors sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 45,000 shares — an estimated $1.17M sold.

Mendon Capital Advisors first reported a position in UVSP in Q4 2015 and held it in 6 quarters. The position peaked at $1.39M in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

Mendon Capital Advisors reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
Mendon Capital Advisors sold 45,000 Univest Financial shares in Q2 2017, an estimated $1.17M.
Mendon Capital Advisors first reported a position in Univest Financial in Q4 2015 and held it in 6 quarters.
Mendon Capital Advisors's Univest Financial position peaked at $1.39M in Q4 2016.
114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on Mendon Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.