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TFS Capital’s Univest Financial UVSP Stock Holding History

TFS Capital’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
2014
Q1 		– Sell
-71,557
Closed -$1.48M – 1587
2013
Q4 		$1.48M Buy
+71,557
New +$1.43M 0.07% 408

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFS Capital's UVSP Position: Q1 2014 in Review

TFS Capital sold out of Univest Financial (UVSP) in Q1 2014, closing a stake of 71,557 shares — an estimated $1.48M sold.

TFS Capital first reported a position in UVSP in Q4 2013 and held it in 1 quarter. The position peaked at $1.48M in Q4 2013. 80 funds tracked by Wall St. Rank hold UVSP as of Q1 2014.

  • TFS Capital reported no remaining Univest Financial position as of Q1 2014 after selling out during the quarter.
  • TFS Capital sold 71,557 Univest Financial shares in Q1 2014, an estimated $1.48M.
  • TFS Capital first reported a position in Univest Financial in Q4 2013 and held it in 1 quarter.
  • TFS Capital's Univest Financial position peaked at $1.48M in Q4 2013.
  • 80 funds tracked by Wall St. Rank held Univest Financial as of Q1 2014.

Based on TFS Capital's 13F filing for Q1 2014, filed 5 May 2014.