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UBS’s Enphase Energy ENPH Stock Holding History

UBS’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$354K Buy
23,572
+14,534
+161% +$184K ﹤0.01% 4606
2014
Q2 		$77K Buy
9,038
+8,458
+1,458% +$68.6K ﹤0.01% 6273
2014
Q1 		$4K Sell
580
-6,360
-92% -$49.2K ﹤0.01% 9669
2013
Q4 		$44K Sell
6,940
-3,083
-31% -$22.6K ﹤0.01% 7123
2013
Q3 		$81K Buy
+10,023
New +$72.3K ﹤0.01% 6266

Other funds holding ENPH

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
CCM
Cupps Capital Management Chicago, Illinois $231M AUM 49.73% 1-Year Est. Return

UBS's ENPH Position: Q3 2014 in Review

UBS increased its Enphase Energy (ENPH) stake by 161% in Q3 2014, buying an estimated $184K and bringing the position to 23,572 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #4606.

UBS first reported a position in ENPH in Q3 2013 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold ENPH as of Q3 2014.

  • UBS held 23,572 shares of Enphase Energy worth $354K as of Q3 2014.
  • UBS bought 14,534 Enphase Energy shares in Q3 2014, an estimated $184K.
  • Enphase Energy made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4606 holding.
  • UBS first reported a position in Enphase Energy in Q3 2013 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2014.

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