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UBS’s Clearfield CLFD Stock Holding History

UBS’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$17K – 10391
2014
Q2 		$17K Sell
1,000
-300
-23% -$5.46K ﹤0.01% 8256
2014
Q1 		$30K Buy
+1,300
New +$29K ﹤0.01% 7530

Other funds holding CLFD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

UBS's CLFD Position: Q3 2014 in Review

UBS increased its Clearfield (CLFD) stake by 38% in Q3 2014, buying an estimated $21K and bringing the position to 5,455 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #6436.

UBS first reported a position in CLFD in Q2 2013 and has held it in 6 quarters since. The position peaked at $704K in Q1 2014. 48 funds tracked by Wall St. Rank hold CLFD as of Q3 2014.

  • UBS held 5,455 shares of Clearfield worth $69K as of Q3 2014.
  • UBS bought 1,508 Clearfield shares in Q3 2014, an estimated $21K.
  • Clearfield made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6436 holding.
  • UBS first reported a position in Clearfield in Q2 2013 and has held it in 6 quarters since.
  • UBS's Clearfield position peaked at $704K in Q1 2014.
  • 48 funds tracked by Wall St. Rank held Clearfield as of Q3 2014.

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