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 Q2	–	Sell	-100	Closed	-$2K	–	11247
2014 Q1	$2K	Hold	100	–	–	﹤0.01%	10140
2013 Q4	$2K	Hold	100	–	–	﹤0.01%	10127
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	10062
2013 Q2	$3K	Buy	+100	New	+$2.63K	﹤0.01%	9713

Other funds holding AVIV

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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.