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UBS’s Dominari Holdings DOMH Stock Holding History

UBS’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Hold
0
– – – 10143
2014
Q1 		– Sell
-3
Closed -$28K – 10495
2013
Q4 		$28K Buy
+3
New +$33.2K ﹤0.01% 7718
2013
Q3 		– Hold
0
– – – 9551
2013
Q2 		– Hold
0
– – – 9589

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGH
Schonfeld Group Holdings Jericho, New York $158M AUM 12.17% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS's DOMH Position: Q3 2014 in Review

UBS held its Dominari Holdings (DOMH) position steady in Q3 2014 at 0 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #10143.

UBS first reported a position in DOMH in Q4 2013 and has held it in 1 quarter since. The position peaked at $28K in Q4 2013. 13 funds tracked by Wall St. Rank hold DOMH as of Q3 2014.

  • UBS held 0 shares of Dominari Holdings worth $1K as of Q3 2014.
  • UBS left its Dominari Holdings share count unchanged in Q3 2014.
  • Dominari Holdings made up ﹤0.01% of UBS's portfolio in Q3 2014, its #10143 holding.
  • UBS first reported a position in Dominari Holdings in Q4 2013 and has held it in 1 quarter since.
  • UBS's Dominari Holdings position peaked at $28K in Q4 2013.
  • 13 funds tracked by Wall St. Rank held Dominari Holdings as of Q3 2014.

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