U
BRG

UBS’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

UBS’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$10K Buy
+789
New +$10.2K ﹤0.01% 8858

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EWP
Edmunds White Partners Richmond, Virginia $69.2M AUM 56.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS's BRG Position: Q3 2014 in Review

UBS opened a new position in Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2014: 789 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #8858 among its holdings.

14 funds tracked by Wall St. Rank hold BRG as of Q3 2014.

  • UBS held 789 shares of Bluerock Residential Growth REIT, Inc. worth $10K as of Q3 2014.
  • Bluerock Residential Growth REIT, Inc. was a new UBS position in Q3 2014.
  • Bluerock Residential Growth REIT, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8858 holding.
  • 14 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2014.

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