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UBS’s Federal Agricultural Mortgage AGM Stock Holding History

UBS’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18K Sell
559
-1,451
-72% -$45.6K ﹤0.01% 8114
2014
Q2 		$62K Buy
2,010
+997
+98% +$32.6K ﹤0.01% 6570
2014
Q1 		$34K Sell
1,013
-418
-29% -$13.2K ﹤0.01% 7348
2013
Q4 		$49K Sell
1,431
-2,777
-66% -$96K ﹤0.01% 6980
2013
Q3 		$140K Buy
4,208
+1,533
+57% +$49.8K ﹤0.01% 5614
2013
Q2 		$77K Buy
+2,675
New +$81.2K ﹤0.01% 6208

Other funds holding AGM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's AGM Position: Q3 2014 in Review

UBS reduced its Federal Agricultural Mortgage (AGM) stake by 72% in Q3 2014, selling an estimated $45.6K and leaving 559 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #8114.

UBS first reported a position in AGM in Q2 2013 and has held it in 6 quarters since. The position peaked at $140K in Q3 2013. 78 funds tracked by Wall St. Rank hold AGM as of Q3 2014.

  • UBS held 559 shares of Federal Agricultural Mortgage worth $18K as of Q3 2014.
  • UBS sold 1,451 Federal Agricultural Mortgage shares in Q3 2014, an estimated $45.6K.
  • Federal Agricultural Mortgage made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8114 holding.
  • UBS first reported a position in Federal Agricultural Mortgage in Q2 2013 and has held it in 6 quarters since.
  • UBS's Federal Agricultural Mortgage position peaked at $140K in Q3 2013.
  • 78 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q3 2014.

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