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Summit Global Investments’s Univest Financial UVSP Stock Holding History

Summit Global Investments’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
2017
Q2 		– Sell
-12,600
Closed -$326K – 286
2017
Q1 		$326K Hold
12,600
– – 0.11% 217
2016
Q4 		$389K Buy
+12,600
New +$336K 0.14% 171

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Global Investments's UVSP Position: Q2 2017 in Review

Summit Global Investments sold out of Univest Financial (UVSP) in Q2 2017, closing a stake of 12,600 shares — an estimated $326K sold.

Summit Global Investments first reported a position in UVSP in Q4 2016 and held it in 2 quarters. The position peaked at $389K in Q4 2016. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2017.

  • Summit Global Investments reported no remaining Univest Financial position as of Q2 2017 after selling out during the quarter.
  • Summit Global Investments sold 12,600 Univest Financial shares in Q2 2017, an estimated $326K.
  • Summit Global Investments first reported a position in Univest Financial in Q4 2016 and held it in 2 quarters.
  • Summit Global Investments's Univest Financial position peaked at $389K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2017.

Based on Summit Global Investments's 13F filing for Q2 2017, filed 10 Aug 2017.