U
EVBN

UBS’s Evans Bancorp Inc EVBN Stock Holding History

UBS’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$46K Buy
1,997
+605
+43% +$14.1K ﹤0.01% 6949
2014
Q2 		$32K Buy
1,392
+378
+37% +$8.65K ﹤0.01% 7470
2014
Q1 		$23K Buy
1,014
+775
+324% +$17.6K ﹤0.01% 7916
2013
Q4 		$5K Buy
+239
New +$4.92K ﹤0.01% 9583
2013
Q3 		– Sell
-185
Closed -$3K – 10772
2013
Q2 		$3K Buy
+185
New +$3.27K ﹤0.01% 9646

Other funds holding EVBN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS's EVBN Position: Q3 2014 in Review

UBS increased its Evans Bancorp Inc (EVBN) stake by 43% in Q3 2014, buying an estimated $14.1K and bringing the position to 1,997 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6949.

UBS first reported a position in EVBN in Q2 2013 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold EVBN as of Q3 2014.

  • UBS held 1,997 shares of Evans Bancorp Inc worth $46K as of Q3 2014.
  • UBS bought 605 Evans Bancorp Inc shares in Q3 2014, an estimated $14.1K.
  • Evans Bancorp Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6949 holding.
  • UBS first reported a position in Evans Bancorp Inc in Q2 2013 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q3 2014.

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