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UBS’s Eagle Bancorp Montana EBMT Stock Holding History

UBS’s Portfolio EBMT Stock Details EBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,403
Closed -$38K – 10496
2014
Q1 		$38K Buy
+3,403
New +$37K ﹤0.01% 7203
2013
Q4 		– Sell
-655
Closed -$7K – 10474
2013
Q3 		$7K Sell
655
-207
-24% -$2.3K ﹤0.01% 9121
2013
Q2 		$9K Buy
+862
New +$9.28K ﹤0.01% 8723

Other funds holding EBMT

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's EBMT Position: Q2 2014 in Review

UBS sold out of Eagle Bancorp Montana (EBMT) in Q2 2014, closing a stake of 3,403 shares — an estimated $38K sold.

UBS first reported a position in EBMT in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q1 2014. 17 funds tracked by Wall St. Rank hold EBMT as of Q2 2014.

  • UBS reported no remaining Eagle Bancorp Montana position as of Q2 2014 after selling out during the quarter.
  • UBS sold 3,403 Eagle Bancorp Montana shares in Q2 2014, an estimated $38K.
  • UBS first reported a position in Eagle Bancorp Montana in Q2 2013 and held it in 3 quarters.
  • UBS's Eagle Bancorp Montana position peaked at $38K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.