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UBS’s Hingham Institution for Saving HIFS Stock Holding History

UBS’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$636K Buy
7,796
+81
+1% +$6.64K ﹤0.01% 4036
2014
Q2 		$613K Sell
7,715
-50
-0.6% -$3.66K ﹤0.01% 4021
2014
Q1 		$610K Sell
7,765
-698
-8% -$54.6K ﹤0.01% 4020
2013
Q4 		$664K Buy
8,463
+354
+4% +$26.3K ﹤0.01% 4019
2013
Q3 		$567K Buy
8,109
+194
+2% +$13.5K ﹤0.01% 3999
2013
Q2 		$537K Buy
+7,915
New +$519K ﹤0.01% 4029

Other funds holding HIFS

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's HIFS Position: Q3 2014 in Review

UBS increased its Hingham Institution for Saving (HIFS) stake by 1% in Q3 2014, buying an estimated $6.64K and bringing the position to 7,796 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #4036.

UBS first reported a position in HIFS in Q2 2013 and has held it in 6 quarters since. The position peaked at $664K in Q4 2013. 34 funds tracked by Wall St. Rank hold HIFS as of Q3 2014.

  • UBS held 7,796 shares of Hingham Institution for Saving worth $636K as of Q3 2014.
  • UBS bought 81 Hingham Institution for Saving shares in Q3 2014, an estimated $6.64K.
  • Hingham Institution for Saving made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4036 holding.
  • UBS first reported a position in Hingham Institution for Saving in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hingham Institution for Saving position peaked at $664K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2014.

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