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Proficio Capital Partners’s Univest Financial UVSP Stock Holding History

Proficio Capital Partners’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
2019
Q2 		– Sell
-199
Closed -$5K – 2087
2019
Q1 		$5K Buy
+199
New +$4.86K ﹤0.01% 1123

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Fidelity Investments
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ECA
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Proficio Capital Partners's UVSP Position: Q2 2019 in Review

Proficio Capital Partners sold out of Univest Financial (UVSP) in Q2 2019, closing a stake of 199 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in UVSP in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2019.

  • Proficio Capital Partners reported no remaining Univest Financial position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 199 Univest Financial shares in Q2 2019, an estimated $5K.
  • Proficio Capital Partners first reported a position in Univest Financial in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Univest Financial position peaked at $5K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.