U
ESBK

UBS’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

UBS’s Portfolio ESBK Stock Details ESBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-96
Closed -$2K – 10961
2014
Q1 		$2K Buy
+96
New +$2.2K ﹤0.01% 10083
2013
Q3 		– Sell
-1,377
Closed -$26K – 10819
2013
Q2 		$26K Buy
+1,377
New +$27.7K ﹤0.01% 7579

Other funds holding ESBK

VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS's ESBK Position: Q2 2014 in Review

UBS sold out of Elmira Savings Bank Elmira NY (ESBK) in Q2 2014, closing a stake of 96 shares — an estimated $2K sold.

UBS first reported a position in ESBK in Q2 2013 and held it in 2 quarters. The position peaked at $26K in Q2 2013. 11 funds tracked by Wall St. Rank hold ESBK as of Q2 2014.

  • UBS reported no remaining Elmira Savings Bank Elmira NY position as of Q2 2014 after selling out during the quarter.
  • UBS sold 96 Elmira Savings Bank Elmira NY shares in Q2 2014, an estimated $2K.
  • UBS first reported a position in Elmira Savings Bank Elmira NY in Q2 2013 and held it in 2 quarters.
  • UBS's Elmira Savings Bank Elmira NY position peaked at $26K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q2 2014.

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