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Waratah Capital Advisors’s Univest Financial UVSP Stock Holding History

Waratah Capital 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
2017
Q3 		– Sell
-12,882
Closed -$386K – 189
2017
Q2 		$386K Buy
+12,882
New +$370K 0.05% 150

Other funds holding UVSP

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Waratah Capital Advisors's UVSP Position: Q3 2017 in Review

Waratah Capital Advisors sold out of Univest Financial (UVSP) in Q3 2017, closing a stake of 12,882 shares — an estimated $386K sold.

Waratah Capital Advisors first reported a position in UVSP in Q2 2017 and held it in 1 quarter. The position peaked at $386K in Q2 2017. 113 funds tracked by Wall St. Rank hold UVSP as of Q3 2017.

  • Waratah Capital Advisors reported no remaining Univest Financial position as of Q3 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 12,882 Univest Financial shares in Q3 2017, an estimated $386K.
  • Waratah Capital Advisors first reported a position in Univest Financial in Q2 2017 and held it in 1 quarter.
  • Waratah Capital Advisors's Univest Financial position peaked at $386K in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Univest Financial as of Q3 2017.

Based on Waratah Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.