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UBS’s US Global Investors GROW Stock Holding History

UBS’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$29K Buy
8,306
+5,756
+226% +$20.5K ﹤0.01% 7506
2014
Q2 		$9K Sell
2,550
-1,900
-43% -$6.55K ﹤0.01% 8978
2014
Q1 		$14K Sell
4,450
-8,600
-66% -$28.3K ﹤0.01% 8517
2013
Q4 		$33K Buy
13,050
+12
+0.1% +$31 ﹤0.01% 7509
2013
Q3 		$37K Sell
13,038
-4,594
-26% -$13K ﹤0.01% 7248
2013
Q2 		$38K Buy
+17,632
New +$49.1K ﹤0.01% 7079

Other funds holding GROW

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sentry Investment Management Stevens Point, Wisconsin $146M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

UBS's GROW Position: Q3 2014 in Review

UBS increased its US Global Investors (GROW) stake by 226% in Q3 2014, buying an estimated $20.5K and bringing the position to 8,306 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #7506.

UBS first reported a position in GROW in Q2 2013 and has held it in 6 quarters since. The position peaked at $38K in Q2 2013. 30 funds tracked by Wall St. Rank hold GROW as of Q3 2014.

  • UBS held 8,306 shares of US Global Investors worth $29K as of Q3 2014.
  • UBS bought 5,756 US Global Investors shares in Q3 2014, an estimated $20.5K.
  • US Global Investors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7506 holding.
  • UBS first reported a position in US Global Investors in Q2 2013 and has held it in 6 quarters since.
  • UBS's US Global Investors position peaked at $38K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held US Global Investors as of Q3 2014.

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