Univest Financial (UVSP) Investment Advisory (2012 - 2018)

Univest Financial (UVSP) has 7 years of Investment Advisory data on file, last reported at $3.7 million in Q1 2018.

• For the quarter ending Q1 2018, Investment Advisory rose 15.78% year-over-year to $3.7 million; the trailing twelve-month figure through Mar 2018 stood at $14.0 million (up 16.94% YoY), and the FY2017 full-year result was $13.5 million, up 17.77% from the prior year.
• Investment Advisory advanced to $3.7 million in Q1 2018, from $3.5 million in the prior quarter.
• In the past five years, Investment Advisory ranged from a high of $3.7 million in Q1 2018 to a low of $2.6 million in Q4 2015.
• A 5-year average of $3.0 million and a median of $3.0 million in 2014 frame the typical range for Investment Advisory.
• Across the five-year window, Investment Advisory surged 77.36% in 2014 and slipped 12.93% in 2015, its largest moves.
• Tracing UVSP's Investment Advisory over 5 years: stood at $2.8 million in 2014, then dropped by 4.82% to $2.6 million in 2015, then rose by 16.94% to $3.1 million in 2016, then gained by 13.44% to $3.5 million in 2017, then climbed by 5.68% to $3.7 million in 2018.
• Business Quant data shows UVSP's Investment Advisory at $3.7 million in Q1 2018, $3.5 million in Q4 2017, and $3.5 million in Q3 2017.