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
2013 Q3	–	Sell	-3	Closed	-$6K	–	10764
2013 Q2	$6K	Buy	+3	New	+$7.58K	﹤0.01%	9141

Other funds holding AIFU

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

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.