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UBS’s Bank Of The James BOTJ Stock Holding History

UBS’s Portfolio BOTJ Stock Details BOTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$17K Buy
2,082
+1,742
+512% +$14.3K ﹤0.01% 8186
2014
Q2 		$3K Sell
340
-1,532
-82% -$12.4K ﹤0.01% 9798
2014
Q1 		$16K Buy
+1,872
New +$15.4K ﹤0.01% 8358
2013
Q4 		– Sell
-460
Closed -$3K – 10402
2013
Q3 		$3K Buy
+460
New +$3.55K ﹤0.01% 9733

Other funds holding BOTJ

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's BOTJ Position: Q3 2014 in Review

UBS increased its Bank Of The James (BOTJ) stake by 512% in Q3 2014, buying an estimated $14.3K and bringing the position to 2,082 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #8186.

UBS first reported a position in BOTJ in Q3 2013 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold BOTJ as of Q3 2014.

  • UBS held 2,082 shares of Bank Of The James worth $17K as of Q3 2014.
  • UBS bought 1,742 Bank Of The James shares in Q3 2014, an estimated $14.3K.
  • Bank Of The James made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8186 holding.
  • UBS first reported a position in Bank Of The James in Q3 2013 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2014.

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