UBS AM’s ZOLTEK COMPANIES INC ZOLT Stock Holding History

UBS AM’s Portfolio ZOLT Stock Details ZOLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-11,999	Closed	-$200K	–	2596
2013 Q3	$200K	Hold	11,999	–	–	﹤0.01%	2326
2013 Q2	$155K	Buy	+11,999	New	+$155K	﹤0.01%	2335

Other funds holding ZOLT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AAA

Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM's ZOLT Position: Q4 2013 in Review

UBS AM sold out of ZOLTEK COMPANIES INC (ZOLT) in Q4 2013, closing a stake of 11,999 shares — an estimated $200K sold.

UBS AM first reported a position in ZOLT in Q2 2013 and held it in 2 quarters. The position peaked at $200K in Q3 2013. 87 funds tracked by Wall St. Rank hold ZOLT as of Q4 2013.

UBS AM reported no remaining ZOLTEK COMPANIES INC position as of Q4 2013 after selling out during the quarter.
UBS AM sold 11,999 ZOLTEK COMPANIES INC shares in Q4 2013, an estimated $200K.
UBS AM first reported a position in ZOLTEK COMPANIES INC in Q2 2013 and held it in 2 quarters.
UBS AM's ZOLTEK COMPANIES INC position peaked at $200K in Q3 2013.
87 funds tracked by Wall St. Rank held ZOLTEK COMPANIES INC as of Q4 2013.

Based on UBS AM's 13F filing for Q4 2013, filed 31 Jan 2014.