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Beech Hill Advisors’s Ubiquiti UI Stock Holding History

Beech Hill Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,500
Closed -$244K – 144
2014
Q3 		$244K Sell
6,500
-2,900
-31% -$123K 0.12% 110
2014
Q2 		$425K Buy
9,400
+310
+3% +$12.2K 0.19% 96
2014
Q1 		$413K Buy
+9,090
New +$426K 0.19% 97

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beech Hill Advisors's UI Position: Q4 2014 in Review

Beech Hill Advisors sold out of Ubiquiti (UI) in Q4 2014, closing a stake of 6,500 shares — an estimated $244K sold.

Beech Hill Advisors first reported a position in UI in Q1 2014 and held it in 3 quarters. The position peaked at $425K in Q2 2014. 151 funds tracked by Wall St. Rank hold UI as of Q4 2014.

  • Beech Hill Advisors reported no remaining Ubiquiti position as of Q4 2014 after selling out during the quarter.
  • Beech Hill Advisors sold 6,500 Ubiquiti shares in Q4 2014, an estimated $244K.
  • Beech Hill Advisors first reported a position in Ubiquiti in Q1 2014 and held it in 3 quarters.
  • Beech Hill Advisors's Ubiquiti position peaked at $425K in Q2 2014.
  • 151 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2014.

Based on Beech Hill Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.