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MUFG Americas’s Univest Financial UVSP Stock Holding History

MUFG Americas’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
Q4 		– Sell
-494
Closed -$16K – 1156
2017
Q3 		$16K Buy
494
+11
+2% +$328 ﹤0.01% 782
2017
Q2 		$14K Hold
483
– – ﹤0.01% 779
2017
Q1 		$13K Buy
483
+88
+22% +$2.47K ﹤0.01% 803
2016
Q4 		$12K Buy
+395
New +$10.5K ﹤0.01% 813

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MUFG Americas's UVSP Position: Q4 2017 in Review

MUFG Americas sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 494 shares — an estimated $16K sold.

MUFG Americas first reported a position in UVSP in Q4 2016 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

  • MUFG Americas reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 494 Univest Financial shares in Q4 2017, an estimated $16K.
  • MUFG Americas first reported a position in Univest Financial in Q4 2016 and held it in 4 quarters.
  • MUFG Americas's Univest Financial position peaked at $16K in Q3 2017.
  • 117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.