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ATLO icon

UBS’s AMES National ATLO Stock Holding History

UBS’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$20K Buy
902
+126
+16% +$2.88K ﹤0.01% 8003
2014
Q2 		$18K Sell
776
-138
-15% -$3.07K ﹤0.01% 8196
2014
Q1 		$20K Buy
914
+214
+31% +$4.77K ﹤0.01% 8061
2013
Q4 		$15K Buy
700
+500
+250% +$11.2K ﹤0.01% 8494
2013
Q3 		$4K Sell
200
-617
-76% -$13.7K ﹤0.01% 9537
2013
Q2 		$19K Buy
+817
New +$16.8K ﹤0.01% 7939

Other funds holding ATLO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

UBS's ATLO Position: Q3 2014 in Review

UBS increased its AMES National (ATLO) stake by 16% in Q3 2014, buying an estimated $2.88K and bringing the position to 902 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #8003.

UBS first reported a position in ATLO in Q2 2013 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold ATLO as of Q3 2014.

  • UBS held 902 shares of AMES National worth $20K as of Q3 2014.
  • UBS bought 126 AMES National shares in Q3 2014, an estimated $2.88K.
  • AMES National made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8003 holding.
  • UBS first reported a position in AMES National in Q2 2013 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held AMES National as of Q3 2014.

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