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Virtus Fund Advisers’s Univest Financial UVSP Stock Holding History

Virtus Fund Advisers’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
Q3 		– Sell
-1,387
Closed -$29K – 1920
2014
Q2 		$29K Buy
+1,387
New +$27.7K ﹤0.01% 2226

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 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

Virtus Fund Advisers's UVSP Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Univest Financial (UVSP) in Q3 2014, closing a stake of 1,387 shares — an estimated $29K sold.

Virtus Fund Advisers first reported a position in UVSP in Q2 2014 and held it in 1 quarter. The position peaked at $29K in Q2 2014. 87 funds tracked by Wall St. Rank hold UVSP as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Univest Financial position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,387 Univest Financial shares in Q3 2014, an estimated $29K.
  • Virtus Fund Advisers first reported a position in Univest Financial in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Univest Financial position peaked at $29K in Q2 2014.
  • 87 funds tracked by Wall St. Rank held Univest Financial as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.