Nationwide Fund Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-39,707
| Closed | -$1.27M | – | 2015 |
|
|
2017
Q3 | $1.27M | Sell |
39,707
-1,530
| -4% | -$49K | 0.01% | 1661 |
|
|
2017
Q2 | $1.24M | Sell |
41,237
-19,591
| -32% | -$587K | 0.01% | 1663 |
|
|
2017
Q1 | $1.58M | Buy |
60,828
+25,372
| +72% | +$657K | 0.01% | 1512 |
|
|
2016
Q4 | $1.1M | Buy |
35,456
+17,158
| +94% | +$530K | ﹤0.01% | 1720 |
|
|
2016
Q3 | $427K | Buy |
18,298
+4,115
| +29% | +$96K | ﹤0.01% | 2254 |
|
|
2016
Q2 | $298K | Hold |
14,183
| – | – | ﹤0.01% | 2413 |
|
|
2016
Q1 | $277K | Buy |
14,183
+163
| +1% | +$3.18K | ﹤0.01% | 2384 |
|
|
2015
Q4 | $292K | Buy |
14,020
+502
| +4% | +$10.5K | ﹤0.01% | 2367 |
|
|
2015
Q3 | $260K | Hold |
13,518
| – | – | ﹤0.01% | 2436 |
|
|
2015
Q2 | $275K | Sell |
13,518
-188
| -1% | -$3.83K | ﹤0.01% | 2547 |
|
|
2015
Q1 | $271K | Sell |
13,706
-346
| -2% | -$6.84K | ﹤0.01% | 2540 |
|
|
2014
Q4 | $284K | Sell |
14,052
-349
| -2% | -$7.05K | ﹤0.01% | 2479 |
|
|
2014
Q3 | $270K | Buy |
14,401
+208
| +1% | +$3.9K | ﹤0.01% | 2549 |
|
|
2014
Q2 | $294K | Sell |
14,193
-81
| -0.6% | -$1.68K | ﹤0.01% | 2540 |
|
|
2014
Q1 | $293K | Sell |
14,274
-336
| -2% | -$6.9K | ﹤0.01% | 2318 |
|
|
2013
Q4 | $302K | Sell |
14,610
-332
| -2% | -$6.86K | ﹤0.01% | 2482 |
|
|
2013
Q3 | $282K | Buy |
14,942
+614
| +4% | +$11.6K | ﹤0.01% | 2495 |
|
|
2013
Q2 | $273K | Buy |
+14,328
| New | +$273K | ﹤0.01% | 2343 |
|