U
CFNL

UBS’s Cardinal Financial Corp CFNL Stock Holding History

UBS’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$436K Buy
25,550
+2,417
+10% +$43.2K ﹤0.01% 4416
2014
Q2 		$427K Buy
23,133
+13,673
+145% +$240K ﹤0.01% 4380
2014
Q1 		$169K Buy
9,460
+4,602
+95% +$81.2K ﹤0.01% 5390
2013
Q4 		$87K Buy
4,858
+3,337
+219% +$56.9K ﹤0.01% 6247
2013
Q3 		$25K Sell
1,521
-1,095
-42% -$18.1K ﹤0.01% 7800
2013
Q2 		$39K Buy
+2,616
New +$40.9K ﹤0.01% 7070

Other funds holding CFNL

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's CFNL Position: Q3 2014 in Review

UBS increased its Cardinal Financial Corp (CFNL) stake by 10% in Q3 2014, buying an estimated $43.2K and bringing the position to 25,550 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

UBS first reported a position in CFNL in Q2 2013 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold CFNL as of Q3 2014.

  • UBS held 25,550 shares of Cardinal Financial Corp worth $436K as of Q3 2014.
  • UBS bought 2,417 Cardinal Financial Corp shares in Q3 2014, an estimated $43.2K.
  • Cardinal Financial Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4416 holding.
  • UBS first reported a position in Cardinal Financial Corp in Q2 2013 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held Cardinal Financial Corp as of Q3 2014.

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