UBS’s China Auto Logistics Inc CALI Stock Holding History

UBS’s Portfolio CALI Stock Details CALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3K	Buy	2,062 +516	+33%	+$1.01K	﹤0.01%	9922
2014 Q2	$3K	Sell	1,546 -900	-37%	-$2.19K	﹤0.01%	9960
2014 Q1	$9K	Buy	+2,446	New	+$9.86K	﹤0.01%	9098
2013 Q4	–	Sell	-3,770	Closed	-$9K	–	11414
2013 Q3	$9K	Buy	3,770 +356	+10%	+$922	﹤0.01%	8978
2013 Q2	$10K	Buy	+3,414	New	+$10.6K	﹤0.01%	8692

Other funds holding CALI

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS's CALI Position: Q3 2014 in Review

UBS increased its China Auto Logistics Inc (CALI) stake by 33% in Q3 2014, buying an estimated $1.01K and bringing the position to 2,062 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #9922.

UBS first reported a position in CALI in Q2 2013 and has held it in 5 quarters since. The position peaked at $10K in Q2 2013. 5 funds tracked by Wall St. Rank hold CALI as of Q3 2014.

UBS held 2,062 shares of China Auto Logistics Inc worth $3K as of Q3 2014.
UBS bought 516 China Auto Logistics Inc shares in Q3 2014, an estimated $1.01K.
China Auto Logistics Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9922 holding.
UBS first reported a position in China Auto Logistics Inc in Q2 2013 and has held it in 5 quarters since.
UBS's China Auto Logistics Inc position peaked at $10K in Q2 2013.
5 funds tracked by Wall St. Rank held China Auto Logistics Inc as of Q3 2014.

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