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Tower Bridge Advisors’s Univest Financial UVSP Stock Holding History

Tower Bridge 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
2020
Q1 		– Sell
-9,282
Closed -$249K – 199
2019
Q4 		$249K Hold
9,282
– – 0.03% 182
2019
Q3 		$242K Hold
9,282
– – 0.03% 190
2019
Q2 		$244K Hold
9,282
– – 0.03% 187
2019
Q1 		$227K Hold
9,282
– – 0.03% 187
2018
Q4 		$200K Sell
9,282
-2,409
-21% -$58.6K 0.03% 189
2018
Q3 		$309K Buy
+11,691
New +$325K 0.03% 169
2017
Q3 		– Sell
-12,709
Closed -$381K – 209
2017
Q2 		$381K Sell
12,709
-1,530
-11% -$43.9K 0.04% 161
2017
Q1 		$369K Hold
14,239
– – 0.04% 161
2016
Q4 		$440K Hold
14,239
– – 0.05% 154
2016
Q3 		$333K Hold
14,239
– – 0.04% 166
2016
Q2 		$299K Sell
14,239
-5,700
-29% -$113K 0.04% 171
2016
Q1 		$389K Sell
19,939
-1,300
-6% -$25.2K 0.05% 156
2015
Q4 		$443K Hold
21,239
– – 0.06% 151
2015
Q3 		$408K Hold
21,239
– – 0.06% 149
2015
Q2 		$432K Hold
21,239
– – 0.05% 144
2015
Q1 		$420K Hold
21,239
– – 0.05% 149
2014
Q4 		$430K Sell
21,239
-436
-2% -$8.65K 0.05% 149
2014
Q3 		$406K Sell
21,675
-1,000
-4% -$19.4K 0.05% 150
2014
Q2 		$469K Sell
22,675
-2,000
-8% -$39.9K 0.06% 144
2014
Q1 		$506K Sell
24,675
-4,816
-16% -$93.6K 0.07% 134
2013
Q4 		$610K Sell
29,491
-3,000
-9% -$59.8K 0.08% 125
2013
Q3 		$612K Buy
32,491
+10,436
+47% +$206K 0.09% 122
2013
Q2 		$421K Buy
+22,055
New +$391K 0.06% 140

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Tower Bridge Advisors's UVSP Position: Q1 2020 in Review

Tower Bridge Advisors sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 9,282 shares — an estimated $249K sold.

Tower Bridge Advisors first reported a position in UVSP in Q2 2013 and held it in 23 quarters. The position peaked at $612K in Q3 2013. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • Tower Bridge Advisors reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • Tower Bridge Advisors sold 9,282 Univest Financial shares in Q1 2020, an estimated $249K.
  • Tower Bridge Advisors first reported a position in Univest Financial in Q2 2013 and held it in 23 quarters.
  • Tower Bridge Advisors's Univest Financial position peaked at $612K in Q3 2013.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Tower Bridge Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.