UBS Group
IDSA

UBS Group’s Industrial Services of America IDSA Stock Holding History

UBS Group’s Portfolio IDSA Stock Details IDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,518
Closed -$6K – 8490
2019
Q2 		$6K Sell
6,518
-2,769
-30% -$3.54K ﹤0.01% 7349
2019
Q1 		$11K Buy
9,287
+4,089
+79% +$4.98K ﹤0.01% 6787
2018
Q4 		$6K Sell
5,198
-1,465
-22% -$2.54K ﹤0.01% 7517
2018
Q3 		$15K Buy
+6,663
New +$14.3K ﹤0.01% 6982
2018
Q1 		– Sell
-6,085
Closed -$10K – 8388
2017
Q4 		$10K Buy
+6,085
New +$10.1K ﹤0.01% 7049
2017
Q3 		– Sell
-5,727
Closed -$9K – 8167
2017
Q2 		$9K Sell
5,727
-68
-1% -$87 ﹤0.01% 6869
2017
Q1 		$10K Buy
5,795
+3,380
+140% +$7.06K ﹤0.01% 6637
2016
Q4 		$4K Sell
2,415
-5,466
-69% -$9.78K ﹤0.01% 7360
2016
Q3 		$12K Buy
7,881
+1,838
+30% +$3.12K ﹤0.01% 6682
2016
Q2 		$11K Sell
6,043
-4,404
-42% -$10.3K ﹤0.01% 6747
2016
Q1 		$26K Buy
10,447
+106
+1% +$176 ﹤0.01% 6020
2015
Q4 		$14K Buy
10,341
+7,341
+245% +$15.2K ﹤0.01% 7099
2015
Q3 		$11K Hold
3,000
– – ﹤0.01% 7224
2015
Q2 		$12K Sell
3,000
-719
-19% -$2.83K ﹤0.01% 7350
2015
Q1 		$16K Buy
3,719
+719
+24% +$3.9K ﹤0.01% 7239
2014
Q4 		$18K Buy
+3,000
New +$15.2K ﹤0.01% 7824

Other funds holding IDSA

JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

UBS Group's IDSA Position: Q3 2019 in Review

UBS Group sold out of Industrial Services of America (IDSA) in Q3 2019, closing a stake of 6,518 shares — an estimated $6K sold.

UBS Group first reported a position in IDSA in Q4 2014 and held it in 16 quarters. The position peaked at $26K in Q1 2016. 14 funds tracked by Wall St. Rank hold IDSA as of Q3 2019.

  • UBS Group reported no remaining Industrial Services of America position as of Q3 2019 after selling out during the quarter.
  • UBS Group sold 6,518 Industrial Services of America shares in Q3 2019, an estimated $6K.
  • UBS Group first reported a position in Industrial Services of America in Q4 2014 and held it in 16 quarters.
  • UBS Group's Industrial Services of America position peaked at $26K in Q1 2016.
  • 14 funds tracked by Wall St. Rank held Industrial Services of America as of Q3 2019.

Based on UBS Group's 13F filing for Q3 2019, filed 14 Nov 2019.