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MSI Financial Services’s Univest Financial UVSP Stock Holding History

MSI Financial Services’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
2016
Q3 		– Sell
-3,231
Closed -$68K – 4036
2016
Q2 		$68K Hold
3,231
– – ﹤0.01% 1644
2016
Q1 		$63K Hold
3,231
– – ﹤0.01% 1605
2015
Q4 		$67K Buy
+3,231
New +$65.3K ﹤0.01% 1532

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSI Financial Services's UVSP Position: Q3 2016 in Review

MSI Financial Services sold out of Univest Financial (UVSP) in Q3 2016, closing a stake of 3,231 shares — an estimated $68K sold.

MSI Financial Services first reported a position in UVSP in Q4 2015 and held it in 3 quarters. The position peaked at $68K in Q2 2016. 120 funds tracked by Wall St. Rank hold UVSP as of Q3 2016.

  • MSI Financial Services reported no remaining Univest Financial position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 3,231 Univest Financial shares in Q3 2016, an estimated $68K.
  • MSI Financial Services first reported a position in Univest Financial in Q4 2015 and held it in 3 quarters.
  • MSI Financial Services's Univest Financial position peaked at $68K in Q2 2016.
  • 120 funds tracked by Wall St. Rank held Univest Financial as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.