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UBS’s EVI Industries EVI Stock Holding History

UBS’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3K Buy
1,167
+754
+183% +$1.94K ﹤0.01% 9780
2014
Q2 		$1K Buy
413
+355
+612% +$996 ﹤0.01% 10202
2014
Q1 		$0 Sell
58
-3,224
-98% -$10.3K ﹤0.01% 10528
2013
Q4 		$10K Buy
+3,282
New +$10.3K ﹤0.01% 8968

Other funds holding EVI

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PM
Platinum Management New York $16.4M AUM 30.38% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's EVI Position: Q3 2014 in Review

UBS increased its EVI Industries (EVI) stake by 183% in Q3 2014, buying an estimated $1.94K and bringing the position to 1,167 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #9780.

UBS first reported a position in EVI in Q4 2013 and has held it in 4 quarters since. The position peaked at $10K in Q4 2013. 15 funds tracked by Wall St. Rank hold EVI as of Q3 2014.

  • UBS held 1,167 shares of EVI Industries worth $3K as of Q3 2014.
  • UBS bought 754 EVI Industries shares in Q3 2014, an estimated $1.94K.
  • EVI Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9780 holding.
  • UBS first reported a position in EVI Industries in Q4 2013 and has held it in 4 quarters since.
  • UBS's EVI Industries position peaked at $10K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held EVI Industries as of Q3 2014.

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