U
FUR

UBS’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

UBS’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$752K Buy
49,899
+13,764
+38% +$209K ﹤0.01% 3860
2014
Q2 		$555K Sell
36,135
-66,225
-65% -$915K ﹤0.01% 4129
2014
Q1 		$1.19M Sell
102,360
-53,719
-34% -$614K ﹤0.01% 3319
2013
Q4 		$1.72M Buy
156,079
+5,963
+4% +$67.6K ﹤0.01% 2954
2013
Q3 		$1.68M Buy
150,116
+43,539
+41% +$539K ﹤0.01% 2778
2013
Q2 		$1.28M Buy
+106,577
New +$1.32M ﹤0.01% 3043

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS's FUR Position: Q3 2014 in Review

UBS increased its WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) stake by 38% in Q3 2014, buying an estimated $209K and bringing the position to 49,899 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.

UBS first reported a position in FUR in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2013. 107 funds tracked by Wall St. Rank hold FUR as of Q3 2014.

  • UBS held 49,899 shares of WINTHROP REALTY TRUST SHS BENE INT (NEW) worth $752K as of Q3 2014.
  • UBS bought 13,764 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2014, an estimated $209K.
  • WINTHROP REALTY TRUST SHS BENE INT (NEW) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3860 holding.
  • UBS first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2013 and has held it in 6 quarters since.
  • UBS's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $1.72M in Q4 2013.
  • 107 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2014.

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