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Santori & Peters Inc’s Univest Financial UVSP Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-134
Closed -$3K – 510
2017
Q4 		$3K Buy
+134
New +$3.96K ﹤0.01% 538

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Santori & Peters Inc's UVSP Position: Q1 2018 in Review

Santori & Peters Inc sold out of Univest Financial (UVSP) in Q1 2018, closing a stake of 134 shares — an estimated $3K sold.

Santori & Peters Inc first reported a position in UVSP in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q1 2018.

  • Santori & Peters Inc reported no remaining Univest Financial position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 134 Univest Financial shares in Q1 2018, an estimated $3K.
  • Santori & Peters Inc first reported a position in Univest Financial in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Univest Financial position peaked at $3K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.