U
ESMC

UBS’s Escalon Medical Corp ESMC Stock Holding History

UBS’s Portfolio ESMC Stock Details ESMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,268
Closed -$6K – 11105
2014
Q2 		$6K Buy
+3,268
New +$5.1K ﹤0.01% 9431
2013
Q4 		– Sell
-2,816
Closed -$4K – 11077
2013
Q3 		$4K Sell
2,816
-1,100
-28% -$1.49K ﹤0.01% 9648
2013
Q2 		$5K Buy
+3,916
New +$4.66K ﹤0.01% 9320

Other funds holding ESMC

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's ESMC Position: Q3 2014 in Review

UBS sold out of Escalon Medical Corp (ESMC) in Q3 2014, closing a stake of 3,268 shares — an estimated $6K sold.

UBS first reported a position in ESMC in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q2 2014. 12 funds tracked by Wall St. Rank hold ESMC as of Q3 2014.

  • UBS reported no remaining Escalon Medical Corp position as of Q3 2014 after selling out during the quarter.
  • UBS sold 3,268 Escalon Medical Corp shares in Q3 2014, an estimated $6K.
  • UBS first reported a position in Escalon Medical Corp in Q2 2013 and held it in 3 quarters.
  • UBS's Escalon Medical Corp position peaked at $6K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Escalon Medical Corp as of Q3 2014.

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