Meritage Portfolio Management’s Univest Financial UVSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-114,285	Closed	-$2.15M	–	211
2013 Q3	$2.15M	Buy	114,285 +3,790	+3%	+$71.4K	0.28%	159
2013 Q2	$2.11M	Buy	+110,495	New	+$2.11M	0.3%	155