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Sterling Investment Advisors (Pennsylvania)’s Univest Financial UVSP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Closed – – 437
2018
Q2 		$0 Buy
+7
New +$201 ﹤0.01% 404

Other funds holding UVSP

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Sterling Investment Advisors (Pennsylvania)'s UVSP Position: Q3 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 7 shares.

Sterling Investment Advisors (Pennsylvania) first reported a position in UVSP in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 7 Univest Financial shares in Q3 2018.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Univest Financial in Q2 2018 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Univest Financial position peaked at $0 in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.