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UBS’s Univest Financial UVSP Stock Holding History

UBS’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
Q2 		– Sell
-1,128
Closed -$23K – 10847
2014
Q1 		$23K Buy
1,128
+414
+58% +$8.04K ﹤0.01% 7913
2013
Q4 		$15K Buy
+714
New +$14.2K ﹤0.01% 8524
2013
Q3 		– Sell
-779
Closed -$15K – 10740
2013
Q2 		$15K Buy
+779
New +$13.8K ﹤0.01% 8219

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

UBS's UVSP Position: Q2 2014 in Review

UBS sold out of Univest Financial (UVSP) in Q2 2014, closing a stake of 1,128 shares — an estimated $23K sold.

UBS first reported a position in UVSP in Q2 2013 and held it in 3 quarters. The position peaked at $23K in Q1 2014. 85 funds tracked by Wall St. Rank hold UVSP as of Q2 2014.

  • UBS reported no remaining Univest Financial position as of Q2 2014 after selling out during the quarter.
  • UBS sold 1,128 Univest Financial shares in Q2 2014, an estimated $23K.
  • UBS first reported a position in Univest Financial in Q2 2013 and held it in 3 quarters.
  • UBS's Univest Financial position peaked at $23K in Q1 2014.
  • 85 funds tracked by Wall St. Rank held Univest Financial as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.