U
DM

UBS’s DOLAN COMPANY COMMON STOCK DM Stock Holding History

UBS’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-57
Closed – – 11410
2013
Q4 		$0 Sell
57
-5,000
-99% -$7.98K ﹤0.01% 11235
2013
Q3 		$11K Buy
5,057
+858
+20% +$1.92K ﹤0.01% 8777
2013
Q2 		$7K Buy
+4,199
New +$7.51K ﹤0.01% 9070

Other funds holding DM

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

UBS's DM Position: Q1 2014 in Review

UBS sold out of DOLAN COMPANY COMMON STOCK (DM) in Q1 2014, closing a stake of 57 shares.

UBS first reported a position in DM in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q3 2013. 4 funds tracked by Wall St. Rank hold DM as of Q1 2014.

  • UBS reported no remaining DOLAN COMPANY COMMON STOCK position as of Q1 2014 after selling out during the quarter.
  • UBS sold 57 DOLAN COMPANY COMMON STOCK shares in Q1 2014.
  • UBS first reported a position in DOLAN COMPANY COMMON STOCK in Q2 2013 and held it in 3 quarters.
  • UBS's DOLAN COMPANY COMMON STOCK position peaked at $11K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DOLAN COMPANY COMMON STOCK as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.