U
GMO

UBS’s General Moly, Inc. GMO Stock Holding History

UBS’s Portfolio GMO Stock Details GMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Buy
+13,060
New +$12.8K ﹤0.01% 8967
2014
Q2 		– Sell
-6,000
Closed -$6.26K – 10991
2014
Q1 		$6K Sell
6,000
-21,838
-78% -$26.5K ﹤0.01% 9421
2013
Q4 		$37K Buy
27,838
+13,677
+97% +$19.6K ﹤0.01% 7366
2013
Q3 		$24K Sell
14,161
-45,517
-76% -$82.1K ﹤0.01% 7840
2013
Q2 		$112K Buy
+59,678
New +$117K ﹤0.01% 5766

Other funds holding GMO

CCM
Coghill Capital Management Chicago, Illinois $3.63M AUM 18.7% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 GMO Position: Q3 2014 in Review

UBS opened a new position in General Moly, Inc. (GMO) in Q3 2014: 13,060 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #8967 among its holdings. This is a return to the name: UBS previously reported a position in GMO as recently as Q1 2014.

UBS first reported a position in GMO in Q2 2013 and has held it in 5 quarters since. The position peaked at $112K in Q2 2013. 49 funds tracked by Wall St. Rank hold GMO as of Q3 2014.

  • UBS held 13,060 shares of General Moly, Inc. worth $9K as of Q3 2014.
  • General Moly, Inc. was a new UBS position in Q3 2014.
  • General Moly, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8967 holding.
  • UBS first reported a position in General Moly, Inc. in Q2 2013 and has held it in 5 quarters since.
  • UBS's General Moly, Inc. position peaked at $112K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held General Moly, Inc. as of Q3 2014.

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