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Nationwide Fund Advisors’s Univest Financial UVSP Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-39,707
Closed -$1.27M – 2016
2017
Q3 		$1.27M Sell
39,707
-1,530
-4% -$45.7K 0.01% 1661
2017
Q2 		$1.24M Sell
41,237
-19,591
-32% -$562K 0.01% 1663
2017
Q1 		$1.57M Buy
60,828
+25,372
+72% +$711K 0.01% 1512
2016
Q4 		$1.1M Buy
35,456
+17,158
+94% +$458K ﹤0.01% 1720
2016
Q3 		$427K Buy
18,298
+4,115
+29% +$91.8K ﹤0.01% 2254
2016
Q2 		$298K Hold
14,183
– – ﹤0.01% 2413
2016
Q1 		$277K Buy
14,183
+163
+1% +$3.16K ﹤0.01% 2384
2015
Q4 		$292K Buy
14,020
+502
+4% +$10.2K ﹤0.01% 2367
2015
Q3 		$260K Hold
13,518
– – ﹤0.01% 2436
2015
Q2 		$275K Sell
13,518
-188
-1% -$3.69K ﹤0.01% 2547
2015
Q1 		$271K Sell
13,706
-346
-2% -$6.66K ﹤0.01% 2540
2014
Q4 		$284K Sell
14,052
-349
-2% -$6.92K ﹤0.01% 2479
2014
Q3 		$270K Buy
14,401
+208
+1% +$4.04K ﹤0.01% 2549
2014
Q2 		$294K Sell
14,193
-81
-0.6% -$1.62K ﹤0.01% 2540
2014
Q1 		$293K Sell
14,274
-336
-2% -$6.53K ﹤0.01% 2318
2013
Q4 		$302K Sell
14,610
-332
-2% -$6.62K ﹤0.01% 2482
2013
Q3 		$282K Buy
14,942
+614
+4% +$12.1K ﹤0.01% 2495
2013
Q2 		$273K Buy
+14,328
New +$254K ﹤0.01% 2343

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

Nationwide Fund Advisors's UVSP Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 39,707 shares — an estimated $1.27M sold.

Nationwide Fund Advisors first reported a position in UVSP in Q2 2013 and held it in 18 quarters. The position peaked at $1.57M in Q1 2017. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 39,707 Univest Financial shares in Q4 2017, an estimated $1.27M.
  • Nationwide Fund Advisors first reported a position in Univest Financial in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Univest Financial position peaked at $1.57M in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.