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National Planning Corporation’s Univest Financial UVSP Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-196
Closed -$3.91K – 1992
2014
Q4 		$3.91K Buy
+196
New +$3.89K ﹤0.01% 2413

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 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
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Planning Corporation's UVSP Position: Q1 2015 in Review

National Planning Corporation sold out of Univest Financial (UVSP) in Q1 2015, closing a stake of 196 shares — an estimated $3.91K sold.

National Planning Corporation first reported a position in UVSP in Q4 2014 and held it in 1 quarter. The position peaked at $3.91K in Q4 2014. 90 funds tracked by Wall St. Rank hold UVSP as of Q1 2015.

  • National Planning Corporation reported no remaining Univest Financial position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 196 Univest Financial shares in Q1 2015, an estimated $3.91K.
  • National Planning Corporation first reported a position in Univest Financial in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Univest Financial position peaked at $3.91K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held Univest Financial as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.