UNIVEST CORP OF PENNSYLVANIA Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 83
New Positions 6
Increased Positions 35
Decreased Positions 44
Positions with Activity 79
Sold Out Positions 3
Total Mkt Value (in $ millions) 203

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

Sector Weighting

Basic Materials 4.22%
Capital Goods 4.59%
Conglomerates
Consumer Cyclical 1.48%
Consumer/Non-Cyclical 8.29%
Energy 9.67%
Financial 30.59%
Healthcare 8.6%
Services 12.86%
Technology 14.88%
Transportation 3.02%
Utilities 1.78%

83 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNIVEST CORP PA COM 19,824 755 3.96 999,718
SELECT SECTOR SPDR TR SBI INT-UTILS 5,409 170 3.25 127,879
WELLS FARGO & CO NEW COM 4,505 81 1.84 92,069
DISNEY WALT CO COM DISNEY 4,271 167 4.08 53,399
JPMORGAN CHASE & CO COM 4,201 44 1.07 76,079
QUALCOMM INC COM 3,940 -277 (6.58) 48,451
DISCOVER FINL SVCS COM 3,936 -35 (0.88) 69,215
PROCTER & GAMBLE CO COM 3,848 49 1.30 47,061
ALLSTATE CORP COM 3,824 -93 (2.37) 68,563
JOHNSON & JOHNSON COM 3,801 25 .66 38,407
STATE STR CORP COM 3,680 -22 (0.6) 56,164
APPLE INC COM 3,610 -332 (8.42) 6,877
COCA COLA CO COM 3,522 266 8.18 86,487
SCHLUMBERGER LTD COM 3,460 -245 (6.63) 34,628
FRANKLIN RES INC COM 3,446 196 6.04 64,173
ORACLE CORP COM 3,441 -8 (0.25) 85,857
KIMBERLY CLARK CORP COM 3,379 -63 (1.82) 30,025
COMCAST CORP NEW CL A SPL 3,369 -189 (5.31) 69,407
GILEAD SCIENCES INC COM 3,320 -589 (15.07) 47,426
GENERAL MLS INC COM 3,267 79 2.48 62,715