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UBS’s Alamo Group ALG Stock Holding History

UBS’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$46K Buy
1,116
+510
+84% +$24.5K ﹤0.01% 6937
2014
Q2 		$33K Buy
+606
New +$32.5K ﹤0.01% 7411
2014
Q1 		– Sell
-892
Closed -$54K – 10385
2013
Q4 		$54K Buy
+892
New +$46.2K ﹤0.01% 6850
2013
Q3 		– Sell
-790
Closed -$32K – 10311
2013
Q2 		$32K Buy
+790
New +$32.3K ﹤0.01% 7299

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

UBS's ALG Position: Q3 2014 in Review

UBS increased its Alamo Group (ALG) stake by 84% in Q3 2014, buying an estimated $24.5K and bringing the position to 1,116 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6937.

UBS first reported a position in ALG in Q2 2013 and has held it in 4 quarters since. The position peaked at $54K in Q4 2013. 98 funds tracked by Wall St. Rank hold ALG as of Q3 2014.

  • UBS held 1,116 shares of Alamo Group worth $46K as of Q3 2014.
  • UBS bought 510 Alamo Group shares in Q3 2014, an estimated $24.5K.
  • Alamo Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6937 holding.
  • UBS first reported a position in Alamo Group in Q2 2013 and has held it in 4 quarters since.
  • UBS's Alamo Group position peaked at $54K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held Alamo Group as of Q3 2014.

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