U
BFYT

UBS’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

UBS’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$61K Buy
+5,570
New +$69.5K ﹤0.01% 6593
2014
Q1 		– Sell
-897
Closed -$9K – 11001
2013
Q4 		$9K Buy
+897
New +$10.4K ﹤0.01% 9125

Other funds holding BFYT

HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SC
Sophrosyne Capital New York $11.5M AUM 17.82% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's BFYT Position: Q3 2014 in Review

UBS opened a new position in Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2014: 5,570 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #6593 among its holdings. This is a return to the name: UBS previously reported a position in BFYT as recently as Q4 2013.

UBS first reported a position in BFYT in Q4 2013 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold BFYT as of Q3 2014.

  • UBS held 5,570 shares of Benefytt Technologies, Inc. Class A Common Stock worth $61K as of Q3 2014.
  • Benefytt Technologies, Inc. Class A Common Stock was a new UBS position in Q3 2014.
  • Benefytt Technologies, Inc. Class A Common Stock made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6593 holding.
  • UBS first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q4 2013 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2014.

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