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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

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Plante Moran Financial Advisors's UVSP Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 31 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in UVSP in Q1 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 31 Univest Financial shares in Q2 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Univest Financial in Q1 2016 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Univest Financial position peaked at $4K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.