Home  About  Terms  Contact  FAQ   -  Compare Owners  Compare Stocks  Rankings   -  Funds/Other Owners  Stocks   -  Latest Activity  Free items!
MFFAIS
Mutual Fund Facts
About Individual Stocks
Rss FeedRSS feed for Univest Corp Of Pennsylvania
 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Univest Corp Of Pennsylvania

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-09Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-08-11 and 2009-11-09
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$172,660,440Current Value:$169,593,389
Change:$-3,067,05 2 Performance:-1.77 %

Worst Move:Lost $-38,848 on changes made with Halliburton Co (HAL) buying shares when price went down.
Best Move:Made $12,520 on changes made with Potash Corp Of Saskatchewan (POT) buying shares when price went up.
Best Save:Saved $-12,684 on changes made with Harleysville National Corp (HNBC) selling shares when price went down.
Missed Move:Missed $43,295 on changes made with Univest Corp Of Pennsylvania (UVSP) selling shares when price went up.

Show: (if you do not see any data recheck box below)

Contact Information

14 North Main Street,P. O. Box 64197,Souderton Pa 18964,
Phone: 2157212400 Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
42009-08-112009-08-10edgar/data/102212/0001441847-09-000003.txt
13F-HR2009-11-092009-09-30edgar/data/102212/0001085146-09-003417.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-092009-09-30 13F-HRPnc Financial Services Group IncPNCUSSuper-Regional Banks-Us 13,328Sold Some-961-6.72 %$722,244$730,908$8,6631.19 % $-625News Article History of Univest Corp Of Pennsylvania Ownership Of Pnc Financial Services Group Inc
2009-11-092009-09-30 13F-HRMorgan StanleyMSUSFinance-Invest Bnkr/Brkr 102,071Added More4,6094.72 %$3,465,310$3,276,479$-188,831-5.44 % $-8,527News Article History of Univest Corp Of Pennsylvania Ownership Of Morgan Stanley
2009-11-092009-09-30 13F-HRWells Fargo And CoWFCUSUnknown 90,235Sold Some-2,586-2.78 %$2,562,674$2,514,849$-47,825-1.86 % $1,371News Article History of Univest Corp Of Pennsylvania Ownership Of Wells Fargo And Co
2009-11-092009-09-30 13F-HRVerizon Communications IncVZUSTelephone-Integrated 77,867Added More3300.42 %$2,349,247$2,369,493$20,2450.86 % $86News Article History of Univest Corp Of Pennsylvania Ownership Of Verizon Communications Inc
2009-11-092009-09-30 13F-HRValero Energy CorpVLOUSOil Refining And Marketing 0Sold All-20,510-100 %----4.96 % $17,639News Article History of Univest Corp Of Pennsylvania Ownership Of Valero Energy Corp
2009-11-092009-09-30 13F-HRUnivest Corp Of PennsylvaniaUVSPUSCommer Banks-Eastern Us 1,148,919Sold Some-26,725-2.27 %$20,186,507$18,325,258$-1,861,249-9.22 % $43,295News Article History of Univest Corp Of Pennsylvania Ownership Of Univest Corp Of Pennsylvania
2009-11-092009-09-30 13F-HRUnited Technologies CorpUTXUSAerospace/Defense-Equip 46,146Added More500.10 %$3,079,323$3,136,544$57,2211.85 % $62News Article History of Univest Corp Of Pennsylvania Ownership Of United Technologies Corp
2009-11-092009-09-30 13F-HRSysco CorpSYYUSFood-Wholesale/Distrib 99,214Added More1,6841.72 %$2,722,432$2,682,747$-39,686-1.45 % $-674News Article History of Univest Corp Of Pennsylvania Ownership Of Sysco Corp
2009-11-092009-09-30 13F-HRStryker CorpSYKUSMedical Products 29,557Sold Some-1,480-4.76 %$1,432,628$1,440,313$7,6850.53 % $-385News Article History of Univest Corp Of Pennsylvania Ownership Of Stryker Corp
2009-11-092009-09-30 13F-HRState Street CorpSTTUSFiduciary Banks 57,076Sold Some-254-0.44 %$2,495,933$2,328,701$-167,233-6.70 % $744News Article History of Univest Corp Of Pennsylvania Ownership Of State Street Corp
2009-11-092009-09-30 13F-HRSelective Insurance GroupSGZUSUnknown 34,660Sold Some-27,728-44.44 %---- % News Article History of Univest Corp Of Pennsylvania Ownership Of Selective Insurance Group
2009-11-092009-09-30 13F-HRRoyal Bancshares Of PennsylvaniaRBPAAUSCommer Banks-Eastern Us 12,740No Change00 %$17,836$17,963$1270.71 % $0News Article History of Univest Corp Of Pennsylvania Ownership Of Royal Bancshares Of Pennsylvania
2009-11-092009-09-30 13F-HRQualcomm IncQCOMUSWireless Equipment 59,790Added More1,7082.94 %$2,675,603$2,696,529$20,9270.78 % $598News Article History of Univest Corp Of Pennsylvania Ownership Of Qualcomm Inc
2009-11-092009-09-30 13F-HRPepsico IncncPEPUSBeverages-Non-Alcoholic 44,642Sold Some-221-0.49 %$2,780,304$2,771,375$-8,928-0.32 % $44News Article History of Univest Corp Of Pennsylvania Ownership Of Pepsico Incnc
2009-11-092009-09-30 13F-HRParker Hannifin CorpPHUSDiversified Manufact Op 5,400No Change00 %$310,284$291,492$-18,792-6.05 % $0News Article History of Univest Corp Of Pennsylvania Ownership Of Parker Hannifin Corp
2009-11-092009-09-30 13F-HRPpl CorpPPLUSElectric-Integrated 122,867Sold Some-1,335-1.07 %$3,731,471$3,703,211$-28,259-0.75 % $307News Article History of Univest Corp Of Pennsylvania Ownership Of Ppl Corp
2009-11-092009-09-30 13F-HROracle CorpORCLUSEnterprise Software/Serv 128,913Added More3,0512.42 %$2,814,171$2,879,916$65,7462.33 % $1,556News Article History of Univest Corp Of Pennsylvania Ownership Of Oracle Corp
2009-11-092009-09-30 13F-HRNorfolk Southern CorpNSCUSTransport-Rail 55,286Sold Some-108-0.19 %$2,872,108$2,841,700$-30,407-1.05 % $59News Article History of Univest Corp Of Pennsylvania Ownership Of Norfolk Southern Corp
2009-11-092009-09-30 13F-HRNike IncNKEUSAthletic Footwear 37,854Added More1,7474.83 %$2,472,623$2,419,628$-52,996-2.14 % $-2,446News Article History of Univest Corp Of Pennsylvania Ownership Of Nike Inc
2009-11-092009-09-30 13F-HRNational Penn Bancshares IncNPBCUSCommer Banks-Eastern Us 30,392Sold Some-11,513-27.47 %$178,097$168,676$-9,422-5.29 % $3,569News Article History of Univest Corp Of Pennsylvania Ownership Of National Penn Bancshares Inc
2009-11-092009-09-30 13F-HRMerck And Co IncnjMRKUSMedical-Drugs 7,775Sold Some-650-7.71 %$259,918$283,477$23,5589.06 % $-1,970News Article History of Univest Corp Of Pennsylvania Ownership Of Merck And Co Incnj
2009-11-092009-09-30 13F-HRMcdonalds CorpMCDUSRetail-Restaurants 36,555Added More2,3736.94 %$2,289,805$2,338,423$48,6182.12 % $3,156News Article History of Univest Corp Of Pennsylvania Ownership Of Mcdonalds Corp
2009-11-092009-09-30 13F-HRL-3 Communications Holdings IncLLLUSElectronics-Military 33,387Added More1,3204.11 %$2,578,812$2,588,494$9,6820.37 % $383News Article History of Univest Corp Of Pennsylvania Ownership Of L-3 Communications Holdings Inc
2009-11-092009-09-30 13F-HRKimberly-Clark CorpKMBUSConsumer Products-Misc 48,757Sold Some-458-0.93 %$3,125,324$3,157,016$31,6921.01 % $-298News Article History of Univest Corp Of Pennsylvania Ownership Of Kimberly-Clark Corp
2009-11-092009-09-30 13F-HRJohnson And JohnsonJNJUSMedical Products 52,192Sold Some-472-0.89 %$3,170,664$3,252,084$81,4202.56 % $-736News Article History of Univest Corp Of Pennsylvania Ownership Of Johnson And Johnson
2009-11-092009-09-30 13F-HRInternational Business Machines CorpIBMUSComputers 30,084Added More220.07 %$3,790,584$3,819,465$28,8810.76 % $21News Article History of Univest Corp Of Pennsylvania Ownership Of International Business Machines Corp
2009-11-092009-09-30 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 127,149Added More1,0580.83 %$2,474,320$2,446,347$-27,973-1.13 % $-233News Article History of Univest Corp Of Pennsylvania Ownership Of Intel Corp
2009-11-092009-09-30 13F-HRHoneywell International IncHONUSDiversified Manufact Op 71,290Added More1,4162.02 %$2,740,388$2,711,872$-28,516-1.04 % $-566News Article History of Univest Corp Of Pennsylvania Ownership Of Honeywell International Inc
2009-11-092009-09-30 13F-HRHewlett-Packard CoHPQUSComputers 67,368Added More1,6642.53 %$3,367,726$3,371,095$3,3680.10 % $83News Article History of Univest Corp Of Pennsylvania Ownership Of Hewlett-Packard Co
2009-11-092009-09-30 13F-HRHarleysville Savings Financial CorpHARLUSS And L/Thrifts-Eastern Us 30,150Sold Some-4,000-11.71 %$394,965$409,739$14,7743.74 % $-1,960News Article History of Univest Corp Of Pennsylvania Ownership Of Harleysville Savings Financial Corp
2009-11-092009-09-30 13F-HRHarleysville National CorpHNBCUSCommer Banks-Eastern Us 66,080Sold Some-66,756-50.25 %$386,568$399,123$12,5553.24 % $-12,684News Article History of Univest Corp Of Pennsylvania Ownership Of Harleysville National Corp
2009-11-092009-09-30 13F-HRHalliburton CoHALUSOil-Field Services 127,415Added More22,19921.09 %$4,030,136$3,807,160$-222,976-5.53 % $-38,848News Article History of Univest Corp Of Pennsylvania Ownership Of Halliburton Co
2009-11-092009-09-30 13F-HRGoldman Sachs Group InctheGSUSFinance-Invest Bnkr/Brkr 18,502Added More1280.69 %$3,266,898$3,145,525$-121,373-3.71 % $-840News Article History of Univest Corp Of Pennsylvania Ownership Of Goldman Sachs Group Incthe
2009-11-092009-09-30 13F-HRGilead Sciences IncGILDUSTherapeutics 48,222Added More1,0302.18 %$2,246,181$2,237,019$-9,162-0.40 % $-196News Article History of Univest Corp Of Pennsylvania Ownership Of Gilead Sciences Inc
2009-11-092009-09-30 13F-HRGeneral Mills IncGISUSFood-Misc/Diversified 42,611Sold Some-367-0.85 %$2,843,006$2,894,991$51,9851.82 % $-448News Article History of Univest Corp Of Pennsylvania Ownership Of General Mills Inc
2009-11-092009-09-30 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 188,149Added More2,7531.48 %$2,982,162$2,933,243$-48,919-1.64 % $-716News Article History of Univest Corp Of Pennsylvania Ownership Of General Electric Co
2009-11-092009-09-30 13F-HRFranklin Resources IncBENUSInvest Mgmnt/Advis Serv 34,897Added More2300.66 %$3,975,117$3,886,130$-88,987-2.23 % $-587News Article History of Univest Corp Of Pennsylvania Ownership Of Franklin Resources Inc
2009-11-092009-09-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 71,619Sold Some-5,170-6.73 %$5,217,444$5,327,021$109,5772.10 % $-7,910News Article History of Univest Corp Of Pennsylvania Ownership Of Exxon Mobil Corp
2009-11-092009-09-30 13F-HRExelon CorpEXCUSElectric-Integrated 69,250Sold Some-346-0.49 %$3,290,760$3,241,593$-49,168-1.49 % $246News Article History of Univest Corp Of Pennsylvania Ownership Of Exelon Corp
2009-11-092009-09-30 13F-HREbay IncEBAYUSE-Commerce/Services 0Sold All-14,572-100 %----2.06 % $6,995News Article History of Univest Corp Of Pennsylvania Ownership Of Ebay Inc
2009-11-092009-09-30 13F-HREaton CorpETNUSDiversified Manufact Op 6,494No Change00 %$422,045$410,356$-11,689-2.76 % $0News Article History of Univest Corp Of Pennsylvania Ownership Of Eaton Corp
2009-11-092009-09-30 13F-HREmc CorpmassachusettsEMCUSComputers-Memory Devices 147,538Added More1,9711.35 %$2,509,621$2,514,048$4,4260.17 % $59News Article History of Univest Corp Of Pennsylvania Ownership Of Emc Corpmassachusetts
2009-11-092009-09-30 13F-HRWalt Disney CotheDISUSMultimedia 81,698Added More9951.23 %$2,369,242$2,451,757$82,5153.48 % $1,005News Article History of Univest Corp Of Pennsylvania Ownership Of Walt Disney Cothe
2009-11-092009-09-30 13F-HRConocophillipsCOPUSOil Comp-Integrated 58,557Added More1,8383.24 %$3,094,737$3,049,649$-45,089-1.45 % $-1,415News Article History of Univest Corp Of Pennsylvania Ownership Of Conocophillips
2009-11-092009-09-30 13F-HRComcast CorpCCTUSUnknown 100,555Added More1,6051.62 %---- % News Article History of Univest Corp Of Pennsylvania Ownership Of Comcast Corp
2009-11-092009-09-30 13F-HRCisco Systems IncCSCOUSNetworking Products 128,454Added More1,9951.57 %$3,081,611$3,013,531$-68,081-2.20 % $-1,057News Article History of Univest Corp Of Pennsylvania Ownership Of Cisco Systems Inc
2009-11-092009-09-30 13F-HRCvscaremark CorpCVSUSRetail-Drug Store 81,162Sold Some-789-0.96 %$2,507,906$2,567,966$60,0602.39 % $-584News Article History of Univest Corp Of Pennsylvania Ownership Of Cvscaremark Corp
2009-11-092009-09-30 13F-HRBuckeye Partners LpBPLUSPipelines 4,191New Holding4,191100 %$213,951$212,651$-1,299-0.60 % $-1,299News Article History of Univest Corp Of Pennsylvania Ownership Of Buckeye Partners Lp
2009-11-092009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 2New Holding2100 %---- % News Article History of Univest Corp Of Pennsylvania Ownership Of Berkshire Hathaway Inc
2009-11-092009-09-30 13F-HRBecton Dickinson And CoBDXUSMedical Products 38,415Added More3100.81 %---- % News Article History of Univest Corp Of Pennsylvania Ownership Of Becton Dickinson And Co
2009-11-092009-09-30 13F-HRBank Of America CorpBACUSSuper-Regional Banks-Us 20,278Sold Some-1,805-8.17 %$319,784$326,273$6,4892.02 % $-578News Article History of Univest Corp Of Pennsylvania Ownership Of Bank Of America Corp
2009-11-092009-09-30 13F-HRApple IncAAPLUSComputers 21,649Sold Some-748-3.33 %$4,361,408$4,328,068$-33,339-0.76 % $1,152News Article History of Univest Corp Of Pennsylvania Ownership Of Apple Inc
2009-11-092009-09-30 13F-HRApache CorpAPAUSOil Comp-Explor And Prodtn 40,332Added More3730.93 %$4,066,272$3,890,828$-175,444-4.31 % $-1,623News Article History of Univest Corp Of Pennsylvania Ownership Of Apache Corp
2009-11-092009-09-30 13F-HRAnadarko Petroleum CorpAPCUSOil Comp-Explor And Prodtn 56,820Sold Some-38-0.06 %$3,732,506$3,482,498$-250,008-6.69 % $167News Article History of Univest Corp Of Pennsylvania Ownership Of Anadarko Petroleum Corp
2009-11-092009-09-30 13F-HRAmgen IncAMGNUSMedical-Biomedical/Gene 41,719Sold Some-749-1.76 %$2,290,790$2,310,398$19,6080.85 % $-352News Article History of Univest Corp Of Pennsylvania Ownership Of Amgen Inc
2009-11-092009-09-30 13F-HRAllstate CorptheALLUSMulti-Line Insurance 100,828Added More2,4302.46 %$2,975,434$2,936,111$-39,323-1.32 % $-948News Article History of Univest Corp Of Pennsylvania Ownership Of Allstate Corpthe
2009-11-092009-09-30 13F-HRAir Products And Chemicals IncAPDUSIndustrial Gases 34,926Sold Some-211-0.60 %$2,864,980$2,875,807$10,8270.37 % $-65News Article History of Univest Corp Of Pennsylvania Ownership Of Air Products And Chemicals Inc
2009-11-092009-09-30 13F-HRAetna IncAETUSMedical-Hmo 65,089Sold Some-1,988-2.96 %$1,940,954$1,848,528$-92,426-4.76 % $2,823News Article History of Univest Corp Of Pennsylvania Ownership Of Aetna Inc
2009-11-092009-09-30 13F-HRAdobe Systems IncADBEUSElectronic Forms 83,944Sold Some-233-0.27 %$3,059,759$3,006,035$-53,724-1.75 % $149News Article History of Univest Corp Of Pennsylvania Ownership Of Adobe Systems Inc
2009-11-092009-09-30 13F-HRAbbott LaboratoriesABTUSMedical-Drugs 53,794Added More1,2252.33 %$2,816,116$2,885,510$69,3942.46 % $1,580News Article History of Univest Corp Of Pennsylvania Ownership Of Abbott Laboratories
2009-11-092009-09-30 13F-HRAt And T IncTUSTelephone-Integrated 109,155Added More6480.59 %$2,875,143$2,840,213$-34,930-1.21 % $-207News Article History of Univest Corp Of Pennsylvania Ownership Of At And T Inc
2009-11-092009-09-30 13F-HRCapital One Financial CorpCOFITSuper-Regional Banks-Us 70,341Sold Some-3,480-4.71 %$2,798,165$2,651,856$-146,309-5.22 % $7,238News Article History of Univest Corp Of Pennsylvania Ownership Of Capital One Financial Corp
2009-11-092009-09-30 13F-HRGlaxosmithkline PlcGSKITMedical-Drugs 46,566Sold Some-2,084-4.28 %$1,926,435$1,933,886$7,4510.38 % $-333News Article History of Univest Corp Of Pennsylvania Ownership Of Glaxosmithkline Plc
2009-11-092009-09-30 13F-HRMcgraw-Hill Cos InctheMHPFRMultimedia 52,368Added More1,3382.62 %---- % News Article History of Univest Corp Of Pennsylvania Ownership Of Mcgraw-Hill Cos Incthe
2009-11-092009-09-30 13F-HRBb And T CorpBBTUSCommer Banks-Southern Us 25,081No Change00 %$632,794$616,993$-15,801-2.49 % $0News Article History of Univest Corp Of Pennsylvania Ownership Of Bb And T Corp
2009-11-092009-09-30 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 56,070Added More2070.37 %$3,467,930$3,465,126$-2,804-0.08 % $-10News Article History of Univest Corp Of Pennsylvania Ownership Of Procter And Gamble Co
2009-11-092009-09-30 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 3,800New Holding3,800100 %$210,824$218,424$7,6003.60 % $7,600News Article History of Univest Corp Of Pennsylvania Ownership Of Coca-Cola Cothe
2009-11-092009-09-30 13F-HRPotash Corp Of SaskatchewanPOTCAAgricultural Chemicals 19,674Added More8334.42 %$1,960,908$2,256,608$295,70015.07 % $12,520News Article History of Univest Corp Of Pennsylvania Ownership Of Potash Corp Of Saskatchewan
2009-11-092009-09-30 13F-HRChevron CorpCVXBEOil Comp-Integrated 3,360Sold Some-120-3.44 %$260,938$257,947$-2,990-1.14 % $107News Article History of Univest Corp Of Pennsylvania Ownership Of Chevron Corp
2009-11-092009-09-30 13F-HRCaterpillar IncCATBEMachinery-Constr And Mining 56,062Added More1,0821.96 %$3,363,720$3,248,793$-114,927-3.41 % $-2,218News Article History of Univest Corp Of Pennsylvania Ownership Of Caterpillar Inc
2009-11-092009-09-30 13F-HRSchlumberger LtdSLBANOil-Field Services 49,699Added More1960.39 %$3,236,896$3,147,935$-88,961-2.74 % $-351News Article History of Univest Corp Of Pennsylvania Ownership Of Schlumberger Ltd
Returned 71 Records!
 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputed - all others are stripped automatically!
Copyright © 2007 All rights reserved. Please see our Terms of Use.
 
Digest|f16363d8427c1632325e04d4058d03ad|Length|148961|Created|2 seconds| Cached Served|0 seconds|