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UBS’s Espey Mfg & Electronics Corp ESP Stock Holding History

UBS’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$25K Buy
1,241
+1,184
+2,077% +$28.7K ﹤0.01% 7703
2014
Q2 		$1K Sell
57
-1,245
-96% -$32.5K ﹤0.01% 10201
2014
Q1 		$35K Buy
+1,302
New +$39.2K ﹤0.01% 7312

Other funds holding ESP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's ESP Position: Q3 2014 in Review

UBS increased its Espey Mfg & Electronics Corp (ESP) stake by 2,077% in Q3 2014, buying an estimated $28.7K and bringing the position to 1,241 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #7703.

UBS first reported a position in ESP in Q1 2014 and has held it in 3 quarters since. The position peaked at $35K in Q1 2014. 28 funds tracked by Wall St. Rank hold ESP as of Q3 2014.

  • UBS held 1,241 shares of Espey Mfg & Electronics Corp worth $25K as of Q3 2014.
  • UBS bought 1,184 Espey Mfg & Electronics Corp shares in Q3 2014, an estimated $28.7K.
  • Espey Mfg & Electronics Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7703 holding.
  • UBS first reported a position in Espey Mfg & Electronics Corp in Q1 2014 and has held it in 3 quarters since.
  • UBS's Espey Mfg & Electronics Corp position peaked at $35K in Q1 2014.
  • 28 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2014.

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