Univest Financial (UVSP) Investment Advisory (2016 - 2018)

Univest Financial filings provide 3 years of Investment Advisory readings, the most recent being $3.7 million for Q1 2018.

  • For the quarter ending Q1 2018, Investment Advisory rose 15.78% year-over-year to $3.7 million, compared with a TTM value of $14.0 million through Mar 2018, up 16.94%, and an annual FY2017 reading of $13.5 million, up 17.77% over the prior year.
  • Investment Advisory hit $3.7 million in Q1 2018 for Univest Financial, up from $3.5 million in the prior quarter.
  • The five-year high for Investment Advisory was $3.7 million in Q1 2018, with the low at $2.7 million in Q1 2016.
  • Median Investment Advisory over the past 3 years was $3.2 million (2017), compared with a mean of $3.2 million.
  • The largest YoY upside for Investment Advisory was 20.06% in 2017 against a maximum downside of 13.44% in 2017.
  • Year by year, Investment Advisory stood at $3.1 million in 2016, then grew by 13.44% to $3.5 million in 2017, then rose by 5.68% to $3.7 million in 2018.
  • According to Business Quant data, Investment Advisory over the past three periods came in at $3.7 million, $3.5 million, and $3.5 million for Q1 2018, Q4 2017, and Q3 2017 respectively.