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UBS’s American Shared Hospital Services AMS Stock Holding History

UBS’s Portfolio AMS Stock Details AMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Buy
+969
New +$2.42K ﹤0.01% 9962
2013
Q4 		– Sell
-2,415
Closed -$6K – 10357
2013
Q3 		$6K Sell
2,415
-7,356
-75% -$20.2K ﹤0.01% 9225
2013
Q2 		$21K Buy
+9,771
New +$18.6K ﹤0.01% 7816

Other funds holding AMS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS's AMS Position: Q3 2014 in Review

UBS opened a new position in American Shared Hospital Services (AMS) in Q3 2014: 969 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #9962 among its holdings. This is a return to the name: UBS previously reported a position in AMS as recently as Q3 2013.

UBS first reported a position in AMS in Q2 2013 and has held it in 3 quarters since. The position peaked at $21K in Q2 2013. 13 funds tracked by Wall St. Rank hold AMS as of Q3 2014.

  • UBS held 969 shares of American Shared Hospital Services worth $2K as of Q3 2014.
  • American Shared Hospital Services was a new UBS position in Q3 2014.
  • American Shared Hospital Services made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9962 holding.
  • UBS first reported a position in American Shared Hospital Services in Q2 2013 and has held it in 3 quarters since.
  • UBS's American Shared Hospital Services position peaked at $21K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q3 2014.

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