UNIVEST CORP OF PENNSYLVANIA Information

14 NORTH MAIN STREET, SOUDERTON, Pennsylvania, 18964, (215) 721-2400

Report Date: 06/30/2014

Position Statistics

Total Positions 86
New Positions 7
Increased Positions 53
Decreased Positions 32
Positions with Activity 85
Sold Out Positions 5
Total Mkt Value (in $ millions) 213

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.82%
Capital Goods 4.59%
Conglomerates
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 6.6%
Energy 10.6%
Financial 27.89%
Healthcare 9.44%
Services 12.2%
Technology 16.23%
Transportation 3.45%
Utilities 1.63%

86 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNIVEST CORP PA COM 18,258 -252 (1.36) 948,960
APPLE INC COM 5,241 134 2.62 52,109
DISNEY WALT CO COM DISNEY 4,413 15 .33 49,120
BROADCOM CORP CL A 4,405 170 4.01 113,200
SELECT SECTOR SPDR TR SBI INT-UTILS 4,378 -91 (2.03) 103,059
GILEAD SCIENCES INC COM 4,359 -16 (0.38) 43,244
HOME DEPOT INC COM 4,324 144 3.43 47,649
ALLSTATE CORP COM 4,205 150 3.69 68,482
WELLS FARGO & CO NEW COM 3,995 -101 (2.46) 78,561
DISCOVER FINL SVCS COM 3,927 12 .32 63,217
JOHNSON & JOHNSON COM 3,905 30 .78 37,832
PNC FINL SVCS GROUP INC COM 3,875 295 8.24 46,396
JPMORGAN CHASE & CO COM 3,854 12 .32 66,870
E M C CORP MASS COM 3,845 97 2.58 129,463
ORACLE CORP COM 3,818 49 1.31 92,546
ABBVIE INC COM 3,773 67 1.81 68,530
QUALCOMM INC COM 3,772 77 2.09 49,347
TARGET CORP COM 3,727 129 3.59 61,774
UNION PAC CORP COM 3,695 102 2.83 35,004
COMCAST CORP NEW CL A SPL 3,556 -47 (1.3) 65,328


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