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CFFI icon

UBS’s C&F Financial CFFI Stock Holding History

UBS’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$51K Buy
1,530
+1,430
+1,430% +$49.2K ﹤0.01% 6795
2014
Q2 		$4K Buy
+100
New +$3.37K ﹤0.01% 9644
2014
Q1 		– Sell
-1,172
Closed -$54K – 10452
2013
Q4 		$54K Buy
1,172
+382
+48% +$19.3K ﹤0.01% 6852
2013
Q3 		$38K Buy
790
+440
+126% +$23.7K ﹤0.01% 7212
2013
Q2 		$20K Buy
+350
New +$16K ﹤0.01% 7876

Other funds holding CFFI

DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

UBS's CFFI Position: Q3 2014 in Review

UBS increased its C&F Financial (CFFI) stake by 1,430% in Q3 2014, buying an estimated $49.2K and bringing the position to 1,530 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #6795.

UBS first reported a position in CFFI in Q2 2013 and has held it in 5 quarters since. The position peaked at $54K in Q4 2013. 41 funds tracked by Wall St. Rank hold CFFI as of Q3 2014.

  • UBS held 1,530 shares of C&F Financial worth $51K as of Q3 2014.
  • UBS bought 1,430 C&F Financial shares in Q3 2014, an estimated $49.2K.
  • C&F Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6795 holding.
  • UBS first reported a position in C&F Financial in Q2 2013 and has held it in 5 quarters since.
  • UBS's C&F Financial position peaked at $54K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held C&F Financial as of Q3 2014.

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