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Meritage Portfolio Management’s Univest Financial UVSP Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-114,285
Closed -$2.15M – 211
2013
Q3 		$2.15M Buy
114,285
+3,790
+3% +$74.9K 0.28% 159
2013
Q2 		$2.11M Buy
+110,495
New +$1.96M 0.3% 155

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meritage Portfolio Management's UVSP Position: Q4 2013 in Review

Meritage Portfolio Management sold out of Univest Financial (UVSP) in Q4 2013, closing a stake of 114,285 shares — an estimated $2.15M sold.

Meritage Portfolio Management first reported a position in UVSP in Q2 2013 and held it in 2 quarters. The position peaked at $2.15M in Q3 2013. 81 funds tracked by Wall St. Rank hold UVSP as of Q4 2013.

  • Meritage Portfolio Management reported no remaining Univest Financial position as of Q4 2013 after selling out during the quarter.
  • Meritage Portfolio Management sold 114,285 Univest Financial shares in Q4 2013, an estimated $2.15M.
  • Meritage Portfolio Management first reported a position in Univest Financial in Q2 2013 and held it in 2 quarters.
  • Meritage Portfolio Management's Univest Financial position peaked at $2.15M in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Univest Financial as of Q4 2013.

Based on Meritage Portfolio Management's 13F filing for Q4 2013, filed 31 Jan 2014.