U
AVIV

UBS’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

UBS’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$224K Sell
8,500
-1,821
-18% -$51.1K ﹤0.01% 5082
2014
Q2 		$290K Buy
10,321
+6,747
+189% +$183K ﹤0.01% 4784
2014
Q1 		$87K Buy
3,574
+145
+4% +$3.54K ﹤0.01% 6168
2013
Q4 		$82K Buy
3,429
+1,473
+75% +$36.2K ﹤0.01% 6320
2013
Q3 		$45K Buy
1,956
+456
+30% +$11K ﹤0.01% 7024
2013
Q2 		$38K Buy
+1,500
New +$39.5K ﹤0.01% 7112

Other funds holding AVIV

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

UBS's AVIV Position: Q3 2014 in Review

UBS reduced its AVIV REIT INC COM STK (MD) (AVIV) stake by 18% in Q3 2014, selling an estimated $51.1K and leaving 8,500 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #5082.

UBS first reported a position in AVIV in Q2 2013 and has held it in 6 quarters since. The position peaked at $290K in Q2 2014. 135 funds tracked by Wall St. Rank hold AVIV as of Q3 2014.

  • UBS held 8,500 shares of AVIV REIT INC COM STK (MD) worth $224K as of Q3 2014.
  • UBS sold 1,821 AVIV REIT INC COM STK (MD) shares in Q3 2014, an estimated $51.1K.
  • AVIV REIT INC COM STK (MD) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5082 holding.
  • UBS first reported a position in AVIV REIT INC COM STK (MD) in Q2 2013 and has held it in 6 quarters since.
  • UBS's AVIV REIT INC COM STK (MD) position peaked at $290K in Q2 2014.
  • 135 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q3 2014.

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