Oberweis Asset Management’s Univest Financial UVSP Stock Holding History

Oberweis Asset 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
2016 Q2	–	Sell	-12,400	Closed	-$242K	–	190
2016 Q1	$242K	Hold	12,400	–	–	0.07%	165
2015 Q4	$259K	Buy	+12,400	New	+$251K	0.07%	165

Other funds holding UVSP

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Oberweis Asset Management's UVSP Position: Q2 2016 in Review

Oberweis Asset Management sold out of Univest Financial (UVSP) in Q2 2016, closing a stake of 12,400 shares — an estimated $242K sold.

Oberweis Asset Management first reported a position in UVSP in Q4 2015 and held it in 2 quarters. The position peaked at $259K in Q4 2015. 109 funds tracked by Wall St. Rank hold UVSP as of Q2 2016.

Oberweis Asset Management reported no remaining Univest Financial position as of Q2 2016 after selling out during the quarter.
Oberweis Asset Management sold 12,400 Univest Financial shares in Q2 2016, an estimated $242K.
Oberweis Asset Management first reported a position in Univest Financial in Q4 2015 and held it in 2 quarters.
Oberweis Asset Management's Univest Financial position peaked at $259K in Q4 2015.
109 funds tracked by Wall St. Rank held Univest Financial as of Q2 2016.

Based on Oberweis Asset Management's 13F filing for Q2 2016, filed 15 Aug 2016.