U
ALO

UBS’s Alio Gold Inc ALO Stock Holding History

UBS’s Portfolio ALO Stock Details ALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
209
+155
+287% +$2.59K ﹤0.01% 9853
2014
Q2 		$1K Sell
54
-7,900
-99% -$114K ﹤0.01% 10272
2014
Q1 		$99K Buy
7,954
+7,905
+16,133% +$108K ﹤0.01% 5997
2013
Q4 		$1K Sell
49
-657
-93% -$8.48K ﹤0.01% 10228
2013
Q3 		$12K Buy
706
+48
+7% +$976 ﹤0.01% 8663
2013
Q2 		$14K Buy
+658
New +$16.1K ﹤0.01% 8289

Other funds holding ALO

SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LOAMS
Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

UBS's ALO Position: Q3 2014 in Review

UBS increased its Alio Gold Inc (ALO) stake by 287% in Q3 2014, buying an estimated $2.59K and bringing the position to 209 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #9853.

UBS first reported a position in ALO in Q2 2013 and has held it in 6 quarters since. The position peaked at $99K in Q1 2014. 52 funds tracked by Wall St. Rank hold ALO as of Q3 2014.

  • UBS held 209 shares of Alio Gold Inc worth $3K as of Q3 2014.
  • UBS bought 155 Alio Gold Inc shares in Q3 2014, an estimated $2.59K.
  • Alio Gold Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9853 holding.
  • UBS first reported a position in Alio Gold Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's Alio Gold Inc position peaked at $99K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held Alio Gold Inc as of Q3 2014.

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