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UBS’s First Bank FRBA Stock Holding History

UBS’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$59K Buy
9,622
+1,116
+13% +$6.82K ﹤0.01% 6629
2014
Q2 		$51K Buy
8,506
+1,306
+18% +$8.23K ﹤0.01% 6831
2014
Q1 		$47K Buy
7,200
+6,250
+658% +$39.5K ﹤0.01% 6918
2013
Q4 		$6K Buy
+950
New +$5.83K ﹤0.01% 9428

Other funds holding FRBA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS's FRBA Position: Q3 2014 in Review

UBS increased its First Bank (FRBA) stake by 13% in Q3 2014, buying an estimated $6.82K and bringing the position to 9,622 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #6629.

UBS first reported a position in FRBA in Q4 2013 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FRBA as of Q3 2014.

  • UBS held 9,622 shares of First Bank worth $59K as of Q3 2014.
  • UBS bought 1,116 First Bank shares in Q3 2014, an estimated $6.82K.
  • First Bank made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6629 holding.
  • UBS first reported a position in First Bank in Q4 2013 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held First Bank as of Q3 2014.

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