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Plante Moran Financial Advisors’s Univest Financial UVSP Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-31
Closed -$1K – 974
2018
Q1 		$1K Buy
+31
New +$868 ﹤0.01% 920
2017
Q1 		– Sell
-137
Closed -$4K – 1032
2016
Q4 		$4K Hold
137
– – ﹤0.01% 775
2016
Q3 		$3K Buy
137
+31
+29% +$691 ﹤0.01% 805
2016
Q2 		$2K Hold
106
– – ﹤0.01% 818
2016
Q1 		$2K Buy
+106
New +$2.05K ﹤0.01% 758

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State Street
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Renaissance Technologies
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ECA
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