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UBS’s FTI Consulting FCN Stock Holding History

UBS’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$42K Sell
1,215
-585
-33% -$21.6K ﹤0.01% 7056
2014
Q2 		$68K Sell
1,800
-527
-23% -$17.4K ﹤0.01% 6445
2014
Q1 		$78K Sell
2,327
-5,767
-71% -$202K ﹤0.01% 6302
2013
Q4 		$333K Buy
8,094
+5,462
+208% +$227K ﹤0.01% 4750
2013
Q3 		$99K Sell
2,632
-3,164
-55% -$112K ﹤0.01% 6033
2013
Q2 		$191K Buy
+5,796
New +$202K ﹤0.01% 5149

Other funds holding FCN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's FCN Position: Q3 2014 in Review

UBS reduced its FTI Consulting (FCN) stake by 33% in Q3 2014, selling an estimated $21.6K and leaving 1,215 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #7056.

UBS first reported a position in FCN in Q2 2013 and has held it in 6 quarters since. The position peaked at $333K in Q4 2013. 147 funds tracked by Wall St. Rank hold FCN as of Q3 2014.

  • UBS held 1,215 shares of FTI Consulting worth $42K as of Q3 2014.
  • UBS sold 585 FTI Consulting shares in Q3 2014, an estimated $21.6K.
  • FTI Consulting made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7056 holding.
  • UBS first reported a position in FTI Consulting in Q2 2013 and has held it in 6 quarters since.
  • UBS's FTI Consulting position peaked at $333K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2014.

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