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UBS’s Columbus McKinnon CMCO Stock Holding History

UBS’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$614K Buy
27,937
+1,827
+7% +$46.1K ﹤0.01% 4059
2014
Q2 		$706K Hold
26,110
– – ﹤0.01% 3881
2014
Q1 		$699K Sell
26,110
-740
-3% -$19.2K ﹤0.01% 3882
2013
Q4 		$729K Sell
26,850
-766
-3% -$20K ﹤0.01% 3897
2013
Q3 		$663K Buy
27,616
+4,913
+22% +$113K ﹤0.01% 3802
2013
Q2 		$484K Buy
+22,703
New +$444K ﹤0.01% 4138

Other funds holding CMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS's CMCO Position: Q3 2014 in Review

UBS increased its Columbus McKinnon (CMCO) stake by 7% in Q3 2014, buying an estimated $46.1K and bringing the position to 27,937 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #4059.

UBS first reported a position in CMCO in Q2 2013 and has held it in 6 quarters since. The position peaked at $729K in Q4 2013. 110 funds tracked by Wall St. Rank hold CMCO as of Q3 2014.

  • UBS held 27,937 shares of Columbus McKinnon worth $614K as of Q3 2014.
  • UBS bought 1,827 Columbus McKinnon shares in Q3 2014, an estimated $46.1K.
  • Columbus McKinnon made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4059 holding.
  • UBS first reported a position in Columbus McKinnon in Q2 2013 and has held it in 6 quarters since.
  • UBS's Columbus McKinnon position peaked at $729K in Q4 2013.
  • 110 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2014.

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