U
EMCI

UBS’s EMC INS Group Inc EMCI Stock Holding History

UBS’s Portfolio EMCI Stock Details EMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$16K Sell
818
-1,909
-70% -$38.3K ﹤0.01% 8305
2014
Q2 		$56K Buy
2,727
+1,048
+62% +$22.9K ﹤0.01% 6720
2014
Q1 		$40K Buy
1,679
+20
+1% +$407 ﹤0.01% 7154
2013
Q4 		$34K Buy
1,659
+301
+22% +$6.32K ﹤0.01% 7486
2013
Q3 		$27K Buy
+1,358
New +$25.9K ﹤0.01% 7681

Other funds holding EMCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

UBS's EMCI Position: Q3 2014 in Review

UBS reduced its EMC INS Group Inc (EMCI) stake by 70% in Q3 2014, selling an estimated $38.3K and leaving 818 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #8305.

UBS first reported a position in EMCI in Q3 2013 and has held it in 5 quarters since. The position peaked at $56K in Q2 2014. 69 funds tracked by Wall St. Rank hold EMCI as of Q3 2014.

  • UBS held 818 shares of EMC INS Group Inc worth $16K as of Q3 2014.
  • UBS sold 1,909 EMC INS Group Inc shares in Q3 2014, an estimated $38.3K.
  • EMC INS Group Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8305 holding.
  • UBS first reported a position in EMC INS Group Inc in Q3 2013 and has held it in 5 quarters since.
  • UBS's EMC INS Group Inc position peaked at $56K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q3 2014.

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