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Weiss Asset Management’s Univest Financial UVSP Stock Holding History

Weiss Asset Management’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
2016
Q3 		– Sell
-50,905
Closed -$1.07M – 163
2016
Q2 		$1.07M Buy
+50,905
New +$1.01M 0.18% 50

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Weiss Asset Management's UVSP Position: Q3 2016 in Review

Weiss Asset Management sold out of Univest Financial (UVSP) in Q3 2016, closing a stake of 50,905 shares — an estimated $1.07M sold.

Weiss Asset Management first reported a position in UVSP in Q2 2016 and held it in 1 quarter. The position peaked at $1.07M in Q2 2016. 120 funds tracked by Wall St. Rank hold UVSP as of Q3 2016.

  • Weiss Asset Management reported no remaining Univest Financial position as of Q3 2016 after selling out during the quarter.
  • Weiss Asset Management sold 50,905 Univest Financial shares in Q3 2016, an estimated $1.07M.
  • Weiss Asset Management first reported a position in Univest Financial in Q2 2016 and held it in 1 quarter.
  • Weiss Asset Management's Univest Financial position peaked at $1.07M in Q2 2016.
  • 120 funds tracked by Wall St. Rank held Univest Financial as of Q3 2016.

Based on Weiss Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.