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UBS’s Capitol Federal Financial CFFN Stock Holding History

UBS’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$228K Buy
19,323
+7,005
+57% +$84.5K ﹤0.01% 5062
2014
Q2 		$150K Sell
12,318
-14,032
-53% -$171K ﹤0.01% 5476
2014
Q1 		$331K Sell
26,350
-2,179
-8% -$26.6K ﹤0.01% 4665
2013
Q4 		$345K Buy
28,529
+18,424
+182% +$228K ﹤0.01% 4705
2013
Q3 		$125K Sell
10,105
-2,752
-21% -$34.5K ﹤0.01% 5757
2013
Q2 		$156K Buy
+12,857
New +$153K ﹤0.01% 5366

Other funds holding CFFN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

UBS's CFFN Position: Q3 2014 in Review

UBS increased its Capitol Federal Financial (CFFN) stake by 57% in Q3 2014, buying an estimated $84.5K and bringing the position to 19,323 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #5062.

UBS first reported a position in CFFN in Q2 2013 and has held it in 6 quarters since. The position peaked at $345K in Q4 2013. 154 funds tracked by Wall St. Rank hold CFFN as of Q3 2014.

  • UBS held 19,323 shares of Capitol Federal Financial worth $228K as of Q3 2014.
  • UBS bought 7,005 Capitol Federal Financial shares in Q3 2014, an estimated $84.5K.
  • Capitol Federal Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5062 holding.
  • UBS first reported a position in Capitol Federal Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Capitol Federal Financial position peaked at $345K in Q4 2013.
  • 154 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2014.

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