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ALCO icon

UBS’s Alico ALCO Stock Holding History

UBS’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$11K Sell
300
-222
-43% -$8.5K ﹤0.01% 8688
2014
Q2 		$19K Sell
522
-733
-58% -$27.1K ﹤0.01% 8134
2014
Q1 		$47K Buy
1,255
+698
+125% +$26.6K ﹤0.01% 6911
2013
Q4 		$22K Buy
557
+211
+61% +$8.22K ﹤0.01% 8019
2013
Q3 		$14K Sell
346
-213
-38% -$9.17K ﹤0.01% 8449
2013
Q2 		$22K Buy
+559
New +$24.5K ﹤0.01% 7752

Other funds holding ALCO

7A
734 Agriculture New York $93.8M AUM 0% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS's ALCO Position: Q3 2014 in Review

UBS reduced its Alico (ALCO) stake by 43% in Q3 2014, selling an estimated $8.5K and leaving 300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #8688.

UBS first reported a position in ALCO in Q2 2013 and has held it in 6 quarters since. The position peaked at $47K in Q1 2014. 53 funds tracked by Wall St. Rank hold ALCO as of Q3 2014.

  • UBS held 300 shares of Alico worth $11K as of Q3 2014.
  • UBS sold 222 Alico shares in Q3 2014, an estimated $8.5K.
  • Alico made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8688 holding.
  • UBS first reported a position in Alico in Q2 2013 and has held it in 6 quarters since.
  • UBS's Alico position peaked at $47K in Q1 2014.
  • 53 funds tracked by Wall St. Rank held Alico as of Q3 2014.

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