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Summit Trail Advisors’s Univest Financial UVSP Stock Holding History

Summit Trail 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
Q1 		– Sell
-109
Closed -$3K – 1608
2017
Q4 		$3K Buy
+109
New +$3.22K ﹤0.01% 1574

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

Summit Trail Advisors's UVSP Position: Q1 2018 in Review

Summit Trail Advisors sold out of Univest Financial (UVSP) in Q1 2018, closing a stake of 109 shares — an estimated $3K sold.

Summit Trail Advisors 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.

  • Summit Trail Advisors reported no remaining Univest Financial position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 109 Univest Financial shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Univest Financial in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors'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 Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.