Univest Corporation

uvsp

Ticker: UVSP

Initial purchase: 9/2/2014

Cost basis $19.08

Current Portfolio Status: Hold

Dividend Reinvestment: N

Dividends paid quarterly in Jan, Apr, Jul, Oct

Shares held on account with Motif

Univest Corporation of Pennsylvania operates as the holding company for Univest Bank and Trust Co. that provides various commercial and retail banking, community banking, and trust services to individuals, businesses, municipalities, and nonprofit organizations in Pennsylvania. The company generates deposit products, including non interest-bearing demand deposits, interest-bearing checking deposits, money market savings accounts, regular savings accounts, and time deposits. Its loan and lease portfolio consists of commercial, financial, and agricultural loans; construction loans; commercial and residential real estate loans; loans to individuals; and municipal loans and leases. The company also offers lease financing, financial planning, investment management, insurance products, and brokerage services; and investment advisory services comprising discretionary investment consulting and management services. As of February 26, 2014, Univest Corporation of Pennsylvania delivered its services through a network of approximately 40 offices in southeastern Pennsylvania. The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.

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