MBI
UFS

Montrusco Bolton Investments’s DOMTAR CORPORATION (New) UFS Stock Holding History

Montrusco Bolton Investments’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-489,406
Closed -$21.1M – 90
2014
Q2 		$21.1M Buy
489,406
+11,558
+2% +$542K 1.32% 23
2014
Q1 		$26.9M Buy
+477,848
New +$24.6M 1.9% 17

Other funds holding UFS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Montrusco Bolton Investments's UFS Position: Q3 2014 in Review

Montrusco Bolton Investments sold out of DOMTAR CORPORATION (New) (UFS) in Q3 2014, closing a stake of 489,406 shares — an estimated $21.1M sold.

Montrusco Bolton Investments first reported a position in UFS in Q1 2014 and held it in 2 quarters. The position peaked at $26.9M in Q1 2014. 251 funds tracked by Wall St. Rank hold UFS as of Q3 2014.

  • Montrusco Bolton Investments reported no remaining DOMTAR CORPORATION (New) position as of Q3 2014 after selling out during the quarter.
  • Montrusco Bolton Investments sold 489,406 DOMTAR CORPORATION (New) shares in Q3 2014, an estimated $21.1M.
  • Montrusco Bolton Investments first reported a position in DOMTAR CORPORATION (New) in Q1 2014 and held it in 2 quarters.
  • Montrusco Bolton Investments's DOMTAR CORPORATION (New) position peaked at $26.9M in Q1 2014.
  • 251 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q3 2014.

Based on Montrusco Bolton Investments's 13F filing for Q3 2014, filed 14 Nov 2014.