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NorthStar Asset Management (Pennsylvania)’s Univest Financial UVSP Stock Holding History

NorthStar Asset Management (Pennsylvania)’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
Q2 		– Sell
-11,200
Closed -$222K – 106
2015
Q1 		$222K Buy
+11,200
New +$216K 0.1% 97

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
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s UVSP Position: Q2 2015 in Review

NorthStar Asset Management (Pennsylvania) sold out of Univest Financial (UVSP) in Q2 2015, closing a stake of 11,200 shares — an estimated $222K sold.

NorthStar Asset Management (Pennsylvania) first reported a position in UVSP in Q1 2015 and held it in 1 quarter. The position peaked at $222K in Q1 2015. 93 funds tracked by Wall St. Rank hold UVSP as of Q2 2015.

  • NorthStar Asset Management (Pennsylvania) reported no remaining Univest Financial position as of Q2 2015 after selling out during the quarter.
  • NorthStar Asset Management (Pennsylvania) sold 11,200 Univest Financial shares in Q2 2015, an estimated $222K.
  • NorthStar Asset Management (Pennsylvania) first reported a position in Univest Financial in Q1 2015 and held it in 1 quarter.
  • NorthStar Asset Management (Pennsylvania)'s Univest Financial position peaked at $222K in Q1 2015.
  • 93 funds tracked by Wall St. Rank held Univest Financial as of Q2 2015.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2015, filed 23 Jul 2015.