UNIVEST CORP OF PENNSYLVANIA

Q2 2014 13F-HR Holdings

Location
Souderton, PA
Holdings as of
6/30/2014
Date filed
7/31/2014
Form type
13F-HR
Num holdings
81
Total value ($000)
$212,487
Net value change ($000)
+11,980 (6.0%)
New positions
8
Sold out positions
5
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMP 2,626 NEW
CTSH 2,024 NEW
ALPHABET INC CL C 1,634 NEW
AAPL 948 24.3%
BROADCOM CORP 777 22.7%
EOG 756 33.3%
SU 754 26.2%
COP 649 22.2%
SLB 567 19.5%
GILD 509 16.5%
Top Reduces (Value $000, Stocks/ETFs)
STT -2,698 -92.1%
IBM -2,100 -77.6%
Alphabet Inc. Class C -1,507 -42.9%
MCD -250 -45.3%
SBUX -250 -100.0%
BBTGBX -215 -100.0%
DIAMOND OFFSHORE DRILLING, INC. -212 -100.0%
FCX -208 -100.0%
JPM -194 -4.8%
EXPRESS SCRIPTS HLDG CO -180 -5.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type