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	$8K	Buy	500 +100	+25%	+$1.27K	﹤0.01%	9025
2014 Q2	$3K	Hold	400	–	–	﹤0.01%	9812
2014 Q1	$3K	Buy	+400	New	+$3.1K	﹤0.01%	9830

Other funds holding ENPH

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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.