U
ANR

UBS’s Alpha Natural Resources Inc ANR Stock Holding History

UBS’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14.1M Buy
5,688,517
+462,971
+9% +$1.6M 0.01% 1184
2014
Q2 		$19.4M Buy
5,225,546
+261,253
+5% +$1.05M 0.02% 910
2014
Q1 		$21.1M Buy
4,964,293
+2,162,170
+77% +$11.6M 0.02% 767
2013
Q4 		$20M Sell
2,802,123
-152,725
-5% -$1.03M 0.02% 807
2013
Q3 		$17.6M Sell
2,954,848
-666,925
-18% -$3.91M 0.02% 781
2013
Q2 		$19M Buy
+3,621,773
New +$24.6M 0.02% 676

Other funds holding ANR

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

UBS's ANR Position: Q3 2014 in Review

UBS increased its Alpha Natural Resources Inc (ANR) stake by 8.9% in Q3 2014, buying an estimated $1.6M and bringing the position to 5,688,517 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #1184.

UBS first reported a position in ANR in Q2 2013 and has held it in 6 quarters since. The position peaked at $21.1M in Q1 2014. 197 funds tracked by Wall St. Rank hold ANR as of Q3 2014.

  • UBS held 5,688,517 shares of Alpha Natural Resources Inc worth $14.1M as of Q3 2014.
  • UBS bought 462,971 Alpha Natural Resources Inc shares in Q3 2014, an estimated $1.6M.
  • Alpha Natural Resources Inc made up 0.01% of UBS's portfolio in Q3 2014, its #1184 holding.
  • UBS first reported a position in Alpha Natural Resources Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's Alpha Natural Resources Inc position peaked at $21.1M in Q1 2014.
  • 197 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q3 2014.

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