U
HALL

UBS’s Hallmark Financial Services, Inc. HALL Stock Holding History

UBS’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$22K Buy
+218
New +$21.2K ﹤0.01% 7914
2014
Q1 		– Sell
-17
Closed -$1K – 10924
2013
Q4 		$1K Sell
17
-38
-69% -$3.37K ﹤0.01% 10216
2013
Q3 		$5K Buy
+55
New +$4.99K ﹤0.01% 9443

Other funds holding HALL

KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's HALL Position: Q3 2014 in Review

UBS opened a new position in Hallmark Financial Services, Inc. (HALL) in Q3 2014: 218 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #7914 among its holdings. This is a return to the name: UBS previously reported a position in HALL as recently as Q4 2013.

UBS first reported a position in HALL in Q3 2013 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold HALL as of Q3 2014.

  • UBS held 218 shares of Hallmark Financial Services, Inc. worth $22K as of Q3 2014.
  • Hallmark Financial Services, Inc. was a new UBS position in Q3 2014.
  • Hallmark Financial Services, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7914 holding.
  • UBS first reported a position in Hallmark Financial Services, Inc. in Q3 2013 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q3 2014.

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