U
AIFU

UBS’s AIFU Inc AIFU Stock Holding History

UBS’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$334K Buy
152
+2
+1% +$5.25K ﹤0.01% 4667
2014
Q2 		$413K Buy
150
+2
+1% +$5.54K ﹤0.01% 4409
2014
Q1 		$443K Buy
148
+3
+2% +$7.94K ﹤0.01% 4366
2013
Q4 		$350K Sell
145
-104
-42% -$214K ﹤0.01% 4689
2013
Q3 		$524K Sell
249
-4
-2% -$8.7K ﹤0.01% 4081
2013
Q2 		$610K Buy
+253
New +$639K ﹤0.01% 3893

Other funds holding AIFU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
EverPoint Asset Management Stamford, Connecticut $5.38B AUM 21.45% 1-Year Est. Return

UBS's AIFU Position: Q3 2014 in Review

UBS increased its AIFU Inc (AIFU) stake by 1.3% in Q3 2014, buying an estimated $5.25K and bringing the position to 152 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #4667.

UBS first reported a position in AIFU in Q2 2013 and has held it in 6 quarters since. The position peaked at $610K in Q2 2013. 38 funds tracked by Wall St. Rank hold AIFU as of Q3 2014.

  • UBS held 152 shares of AIFU Inc worth $334K as of Q3 2014.
  • UBS bought 2 AIFU Inc shares in Q3 2014, an estimated $5.25K.
  • AIFU Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4667 holding.
  • UBS first reported a position in AIFU Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's AIFU Inc position peaked at $610K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2014.

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