Raymond James Financial Services Advisors’s Univest Financial UVSP Stock Holding History

Raymond James Financial Services 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	-7,395	Closed	-$203K	–	2890
2018 Q2	$203K	Buy	7,395 +33	+0.4%	+$946	﹤0.01%	2478
2018 Q1	$204K	Buy	7,362 +134	+2%	+$3.75K	﹤0.01%	2252
2017 Q4	$203K	Buy	7,228 +29	+0.4%	+$858	﹤0.01%	2263
2017 Q3	$230K	Sell	7,199 -560	-7%	-$16.7K	﹤0.01%	2186
2017 Q2	$232K	Buy	+7,759	New	+$223K	﹤0.01%	2121
2017 Q1	–	Sell	-7,199	Closed	-$222K	–	2516
2016 Q4	$222K	Buy	+7,199	New	+$192K	﹤0.01%	1994

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial Services Advisors's UVSP Position: Q3 2018 in Review

Raymond James Financial Services Advisors sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 7,395 shares — an estimated $203K sold.

Raymond James Financial Services Advisors first reported a position in UVSP in Q4 2016 and held it in 6 quarters. The position peaked at $232K in Q2 2017. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

Raymond James Financial Services Advisors reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
Raymond James Financial Services Advisors sold 7,395 Univest Financial shares in Q3 2018, an estimated $203K.
Raymond James Financial Services Advisors first reported a position in Univest Financial in Q4 2016 and held it in 6 quarters.
Raymond James Financial Services Advisors's Univest Financial position peaked at $232K in Q2 2017.
119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.