Naples Global Advisors’s Univest Financial UVSP Stock Holding History

Naples Global 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
2019 Q3	–	Sell	-8,549	Closed	-$224K	–	321
2019 Q2	$224K	Sell	8,549 -292	-3%	-$7.33K	0.05%	292
2019 Q1	$216K	Sell	8,841 -400	-4%	-$9.77K	0.06%	282
2018 Q4	$211K	Sell	9,241 -291	-3%	-$7.08K	0.06%	277
2018 Q3	$252K	Sell	9,532 -500	-5%	-$13.9K	0.07%	274
2018 Q2	$276K	Hold	10,032	–	–	0.08%	262
2018 Q1	$278K	Sell	10,032 -1,400	-12%	-$39.2K	0.08%	257
2017 Q4	$321K	Sell	11,432 -1,773	-13%	-$52.4K	0.09%	240
2017 Q3	$423K	Hold	13,205	–	–	0.14%	195
2017 Q2	$395K	Hold	13,205	–	–	0.14%	196
2017 Q1	$342K	Sell	13,205 -239	-2%	-$6.7K	0.12%	216
2016 Q4	$415K	Sell	13,444 -100	-0.7%	-$2.67K	0.16%	195
2016 Q3	$316K	Buy	+13,544	New	+$302K	0.12%	211

Other funds holding UVSP

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Naples Global Advisors's UVSP Position: Q3 2019 in Review

Naples Global Advisors sold out of Univest Financial (UVSP) in Q3 2019, closing a stake of 8,549 shares — an estimated $224K sold.

Naples Global Advisors first reported a position in UVSP in Q3 2016 and held it in 12 quarters. The position peaked at $423K in Q3 2017. 139 funds tracked by Wall St. Rank hold UVSP as of Q3 2019.

Naples Global Advisors reported no remaining Univest Financial position as of Q3 2019 after selling out during the quarter.
Naples Global Advisors sold 8,549 Univest Financial shares in Q3 2019, an estimated $224K.
Naples Global Advisors first reported a position in Univest Financial in Q3 2016 and held it in 12 quarters.
Naples Global Advisors's Univest Financial position peaked at $423K in Q3 2017.
139 funds tracked by Wall St. Rank held Univest Financial as of Q3 2019.

Based on Naples Global Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.