U
FPO

UBS’s First Potomac Realty Trust FPO Stock Holding History

UBS’s Portfolio FPO Stock Details FPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$191K Sell
16,264
-2,707
-14% -$35.1K ﹤0.01% 5230
2014
Q2 		$250K Buy
18,971
+3,268
+21% +$42.5K ﹤0.01% 4921
2014
Q1 		$203K Sell
15,703
-4,931
-24% -$62.3K ﹤0.01% 5178
2013
Q4 		$239K Sell
20,634
-171,414
-89% -$2.05M ﹤0.01% 5119
2013
Q3 		$2.41M Buy
192,048
+160,869
+516% +$2.12M ﹤0.01% 2404
2013
Q2 		$407K Buy
+31,179
New +$455K ﹤0.01% 4300

Other funds holding FPO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's FPO Position: Q3 2014 in Review

UBS reduced its First Potomac Realty Trust (FPO) stake by 14% in Q3 2014, selling an estimated $35.1K and leaving 16,264 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

UBS first reported a position in FPO in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.41M in Q3 2013. 131 funds tracked by Wall St. Rank hold FPO as of Q3 2014.

  • UBS held 16,264 shares of First Potomac Realty Trust worth $191K as of Q3 2014.
  • UBS sold 2,707 First Potomac Realty Trust shares in Q3 2014, an estimated $35.1K.
  • First Potomac Realty Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5230 holding.
  • UBS first reported a position in First Potomac Realty Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's First Potomac Realty Trust position peaked at $2.41M in Q3 2013.
  • 131 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q3 2014.

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