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Thompson Davis & Co’s Univest Financial UVSP Stock Holding History

Thompson Davis & Co’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 		$21K Hold
804
– – 0.05% 322
2018
Q2 		$22K Hold
804
– – 0.05% 300
2018
Q1 		$22K Hold
804
– – 0.06% 280
2017
Q4 		$23K Hold
804
– – 0.05% 302
2017
Q3 		$26K Hold
804
– – 0.05% 401
2017
Q2 		$24K Sell
804
-1,050
-57% -$30.1K 0.04% 401
2017
Q1 		$48K Buy
+1,854
New +$52K 0.07% 259

Other funds holding UVSP

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
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

Thompson Davis & Co's UVSP Position: Q3 2018 in Review

Thompson Davis & Co held its Univest Financial (UVSP) position steady in Q3 2018 at 804 shares worth $21K. The position accounts for 0.05% of the portfolio, ranked #322.

Thompson Davis & Co first reported a position in UVSP in Q1 2017 and has held it in 7 quarters since. The position peaked at $48K in Q1 2017. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • Thompson Davis & Co held 804 shares of Univest Financial worth $21K as of Q3 2018.
  • Thompson Davis & Co left its Univest Financial share count unchanged in Q3 2018.
  • Univest Financial made up 0.05% of Thompson Davis & Co's portfolio in Q3 2018, its #322 holding.
  • Thompson Davis & Co first reported a position in Univest Financial in Q1 2017 and has held it in 7 quarters since.
  • Thompson Davis & Co's Univest Financial position peaked at $48K in Q1 2017.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on Thompson Davis & Co's 13F filing for Q3 2018, filed 14 Nov 2018.