TD Asset Management
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TD Asset Management’s Univest Financial UVSP Stock Holding History

TD Asset Management’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
2019
Q1 		– Sell
-31,419
Closed -$678K – 1390
2018
Q4 		$678K Sell
31,419
-9,700
-24% -$236K ﹤0.01% 1153
2018
Q3 		$1.09M Buy
41,119
+6,100
+17% +$170K ﹤0.01% 1138
2018
Q2 		$963K Buy
35,019
+3,100
+10% +$88.9K ﹤0.01% 1135
2018
Q1 		$884K Buy
31,919
+200
+0.6% +$5.6K ﹤0.01% 1090
2017
Q4 		$890K Buy
31,719
+18,719
+144% +$554K ﹤0.01% 1076
2017
Q3 		$416K Buy
+13,000
New +$388K ﹤0.01% 1191

Other funds holding UVSP

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

TD Asset Management's UVSP Position: Q1 2019 in Review

TD Asset Management sold out of Univest Financial (UVSP) in Q1 2019, closing a stake of 31,419 shares — an estimated $678K sold.

TD Asset Management first reported a position in UVSP in Q3 2017 and held it in 6 quarters. The position peaked at $1.09M in Q3 2018. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • TD Asset Management reported no remaining Univest Financial position as of Q1 2019 after selling out during the quarter.
  • TD Asset Management sold 31,419 Univest Financial shares in Q1 2019, an estimated $678K.
  • TD Asset Management first reported a position in Univest Financial in Q3 2017 and held it in 6 quarters.
  • TD Asset Management's Univest Financial position peaked at $1.09M in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on TD Asset Management's 13F filing for Q1 2019, filed 8 May 2019.