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Next Capital Management’s Univest Financial UVSP Stock Holding History

Next Capital Management’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
-232
Closed -$6K – 789
2019
Q2 		$6K Buy
+232
New +$5.82K ﹤0.01% 601

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Next Capital Management's UVSP Position: Q3 2019 in Review

Next Capital Management sold out of Univest Financial (UVSP) in Q3 2019, closing a stake of 232 shares — an estimated $6K sold.

Next Capital Management first reported a position in UVSP in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 139 funds tracked by Wall St. Rank hold UVSP as of Q3 2019.

  • Next Capital Management reported no remaining Univest Financial position as of Q3 2019 after selling out during the quarter.
  • Next Capital Management sold 232 Univest Financial shares in Q3 2019, an estimated $6K.
  • Next Capital Management first reported a position in Univest Financial in Q2 2019 and held it in 1 quarter.
  • Next Capital Management's Univest Financial position peaked at $6K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.