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UBS’s Friedman Industries FRD Stock Holding History

UBS’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4K Sell
465
-1,357
-74% -$11.3K ﹤0.01% 9606
2014
Q2 		$15K Buy
1,822
+299
+20% +$2.5K ﹤0.01% 8426
2014
Q1 		$13K Buy
+1,523
New +$12.9K ﹤0.01% 8596
2013
Q4 		– Sell
-2,058
Closed -$21K – 10513
2013
Q3 		$21K Buy
+2,058
New +$20.4K ﹤0.01% 7991

Other funds holding FRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

UBS's FRD Position: Q3 2014 in Review

UBS reduced its Friedman Industries (FRD) stake by 74% in Q3 2014, selling an estimated $11.3K and leaving 465 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #9606.

UBS first reported a position in FRD in Q3 2013 and has held it in 4 quarters since. The position peaked at $21K in Q3 2013. 30 funds tracked by Wall St. Rank hold FRD as of Q3 2014.

  • UBS held 465 shares of Friedman Industries worth $4K as of Q3 2014.
  • UBS sold 1,357 Friedman Industries shares in Q3 2014, an estimated $11.3K.
  • Friedman Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9606 holding.
  • UBS first reported a position in Friedman Industries in Q3 2013 and has held it in 4 quarters since.
  • UBS's Friedman Industries position peaked at $21K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held Friedman Industries as of Q3 2014.

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