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UBS’s Acadia Healthcare ACHC Stock Holding History

UBS’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$29K Buy
+600
New +$29.3K ﹤0.01% 7499
2014
Q1 		– Sell
-200
Closed -$9K – 10376
2013
Q4 		$9K Hold
200
– – ﹤0.01% 9064
2013
Q3 		$8K Buy
+200
New +$7.42K ﹤0.01% 8992

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's ACHC Position: Q3 2014 in Review

UBS increased its Acadia Healthcare (ACHC) stake by 16% in Q3 2014, buying an estimated $22.1K and bringing the position to 3,290 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5437.

UBS first reported a position in ACHC in Q2 2013 and has held it in 6 quarters since. The position peaked at $299K in Q4 2013. 174 funds tracked by Wall St. Rank hold ACHC as of Q3 2014.

  • UBS held 3,290 shares of Acadia Healthcare worth $159K as of Q3 2014.
  • UBS bought 452 Acadia Healthcare shares in Q3 2014, an estimated $22.1K.
  • Acadia Healthcare made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5437 holding.
  • UBS first reported a position in Acadia Healthcare in Q2 2013 and has held it in 6 quarters since.
  • UBS's Acadia Healthcare position peaked at $299K in Q4 2013.
  • 174 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.