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Piedmont Investment Advisors’s Univest Financial UVSP Stock Holding History

Piedmont Investment 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
2018
Q3 		– Sell
-501
Closed -$14K – 2227
2018
Q2 		$14K Buy
+501
New +$14.4K ﹤0.01% 1719

Other funds holding UVSP

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Piedmont Investment Advisors's UVSP Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 501 shares — an estimated $14K sold.

Piedmont Investment Advisors first reported a position in UVSP in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 501 Univest Financial shares in Q3 2018, an estimated $14K.
  • Piedmont Investment Advisors first reported a position in Univest Financial in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Univest Financial position peaked at $14K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.