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UBS’s Bel Fuse Inc Class A BELFA Stock Holding History

UBS’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$24K Buy
984
+636
+183% +$14.8K ﹤0.01% 7747
2014
Q2 		$9K Sell
348
-501
-59% -$11.4K ﹤0.01% 8961
2014
Q1 		$16K Buy
+849
New +$16K ﹤0.01% 8356
2013
Q3 		– Sell
-503
Closed -$7K – 10351
2013
Q2 		$7K Buy
+503
New +$6.82K ﹤0.01% 8956

Other funds holding BELFA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FNYS
First New York Securities New York $53.7M AUM 57.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS's BELFA Position: Q3 2014 in Review

UBS increased its Bel Fuse Inc Class A (BELFA) stake by 183% in Q3 2014, buying an estimated $14.8K and bringing the position to 984 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #7747.

UBS first reported a position in BELFA in Q2 2013 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold BELFA as of Q3 2014.

  • UBS held 984 shares of Bel Fuse Inc Class A worth $24K as of Q3 2014.
  • UBS bought 636 Bel Fuse Inc Class A shares in Q3 2014, an estimated $14.8K.
  • Bel Fuse Inc Class A made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7747 holding.
  • UBS first reported a position in Bel Fuse Inc Class A in Q2 2013 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2014.

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