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UBS’s Broadwind BWEN Stock Holding History

UBS’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$33K Buy
4,353
+4,053
+1,351% +$35.2K ﹤0.01% 7340
2014
Q2 		$3K Hold
300
– – ﹤0.01% 9801
2014
Q1 		$4K Sell
300
-5,053
-94% -$49.3K ﹤0.01% 9657
2013
Q4 		$51K Sell
5,353
-717
-12% -$5.57K ﹤0.01% 6929
2013
Q3 		$48K Buy
6,070
+5,352
+745% +$31K ﹤0.01% 6911
2013
Q2 		$3K Buy
+718
New +$3.14K ﹤0.01% 9583

Other funds holding BWEN

AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

UBS's BWEN Position: Q3 2014 in Review

UBS increased its Broadwind (BWEN) stake by 1,351% in Q3 2014, buying an estimated $35.2K and bringing the position to 4,353 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #7340.

UBS first reported a position in BWEN in Q2 2013 and has held it in 6 quarters since. The position peaked at $51K in Q4 2013. 60 funds tracked by Wall St. Rank hold BWEN as of Q3 2014.

  • UBS held 4,353 shares of Broadwind worth $33K as of Q3 2014.
  • UBS bought 4,053 Broadwind shares in Q3 2014, an estimated $35.2K.
  • Broadwind made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7340 holding.
  • UBS first reported a position in Broadwind in Q2 2013 and has held it in 6 quarters since.
  • UBS's Broadwind position peaked at $51K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held Broadwind as of Q3 2014.

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