UBS’s Gyrodyne GYRO Stock Holding History

UBS’s Portfolio GYRO Stock Details GYRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$13K	Buy	242 +197	+438%	+$11.2K	﹤0.01%	8523
2014 Q2	$3K	Sell	45 -206	-82%	-$12.3K	﹤0.01%	9821
2014 Q1	$17K	Buy	+251	New	+$19.2K	﹤0.01%	8300
2013 Q4	–	Sell	-59	Closed	-$49K	–	10533
2013 Q3	$49K	Sell	59 -98	-62%	-$78K	﹤0.01%	6885
2013 Q2	$125K	Buy	+157	New	+$127K	﹤0.01%	5621

Other funds holding GYRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's GYRO Position: Q3 2014 in Review

UBS increased its Gyrodyne (GYRO) stake by 438% in Q3 2014, buying an estimated $11.2K and bringing the position to 242 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8523.

UBS first reported a position in GYRO in Q2 2013 and has held it in 5 quarters since. The position peaked at $125K in Q2 2013. 9 funds tracked by Wall St. Rank hold GYRO as of Q3 2014.

UBS held 242 shares of Gyrodyne worth $13K as of Q3 2014.
UBS bought 197 Gyrodyne shares in Q3 2014, an estimated $11.2K.
Gyrodyne made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8523 holding.
UBS first reported a position in Gyrodyne in Q2 2013 and has held it in 5 quarters since.
UBS's Gyrodyne position peaked at $125K in Q2 2013.
9 funds tracked by Wall St. Rank held Gyrodyne as of Q3 2014.

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