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MYCIO Wealth Partners’s Ubiquiti UI Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-1,000
Closed -$45K – 653
2014
Q2 		$45K Buy
+1,000
New +$39.3K 0.01% 279

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Vanguard Group
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MYCIO Wealth Partners's UI Position: Q3 2014 in Review

MYCIO Wealth Partners sold out of Ubiquiti (UI) in Q3 2014, closing a stake of 1,000 shares — an estimated $45K sold.

MYCIO Wealth Partners first reported a position in UI in Q2 2014 and held it in 1 quarter. The position peaked at $45K in Q2 2014. 193 funds tracked by Wall St. Rank hold UI as of Q3 2014.

  • MYCIO Wealth Partners reported no remaining Ubiquiti position as of Q3 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,000 Ubiquiti shares in Q3 2014, an estimated $45K.
  • MYCIO Wealth Partners first reported a position in Ubiquiti in Q2 2014 and held it in 1 quarter.
  • MYCIO Wealth Partners's Ubiquiti position peaked at $45K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2014.

Based on MYCIO Wealth Partners's 13F filing for Q3 2014, filed 13 Nov 2014.