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Whitebox Advisors’s Univest Financial UVSP Stock Holding History

Whitebox 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
2015
Q4 		– Sell
-33,446
Closed -$643K – 286
2015
Q3 		$643K Sell
33,446
-2,580
-7% -$50.8K 0.03% 255
2015
Q2 		$733K Buy
+36,026
New +$707K 0.03% 274

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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Whitebox Advisors's UVSP Position: Q4 2015 in Review

Whitebox Advisors sold out of Univest Financial (UVSP) in Q4 2015, closing a stake of 33,446 shares — an estimated $643K sold.

Whitebox Advisors first reported a position in UVSP in Q2 2015 and held it in 2 quarters. The position peaked at $733K in Q2 2015. 100 funds tracked by Wall St. Rank hold UVSP as of Q4 2015.

  • Whitebox Advisors reported no remaining Univest Financial position as of Q4 2015 after selling out during the quarter.
  • Whitebox Advisors sold 33,446 Univest Financial shares in Q4 2015, an estimated $643K.
  • Whitebox Advisors first reported a position in Univest Financial in Q2 2015 and held it in 2 quarters.
  • Whitebox Advisors's Univest Financial position peaked at $733K in Q2 2015.
  • 100 funds tracked by Wall St. Rank held Univest Financial as of Q4 2015.

Based on Whitebox Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.