U
AXIA

UBS’s AXIA Energia AXIA Stock Holding History

UBS’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4.39M Buy
2,055,394
+190,600
+10% +$465K ﹤0.01% 2155
2014
Q2 		$4.31M Buy
1,864,794
+1,803,502
+2,942% +$4.58M ﹤0.01% 2095
2014
Q1 		$138K Buy
61,292
+59,182
+2,805% +$107K ﹤0.01% 5615
2013
Q4 		$4K Buy
2,110
+390
+23% +$872 ﹤0.01% 9695
2013
Q3 		$4K Sell
1,720
-9,389
-85% -$16.9K ﹤0.01% 9553
2013
Q2 		$19K Buy
+11,109
New +$22.9K ﹤0.01% 7942

Other funds holding AXIA

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

UBS's AXIA Position: Q3 2014 in Review

UBS increased its AXIA Energia (AXIA) stake by 10% in Q3 2014, buying an estimated $465K and bringing the position to 2,055,394 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

UBS first reported a position in AXIA in Q2 2013 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold AXIA as of Q3 2014.

  • UBS held 2,055,394 shares of AXIA Energia worth $4.39M as of Q3 2014.
  • UBS bought 190,600 AXIA Energia shares in Q3 2014, an estimated $465K.
  • AXIA Energia made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2155 holding.
  • UBS first reported a position in AXIA Energia in Q2 2013 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2014.

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