U
HME

UBS’s HOME PROPERTIES, INC HME Stock Holding History

UBS’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$6.98M Sell
119,833
-34,887
-23% -$2.2M 0.01% 1727
2014
Q2 		$9.9M Buy
154,720
+28,717
+23% +$1.77M 0.01% 1383
2014
Q1 		$7.58M Buy
126,003
+29,052
+30% +$1.68M 0.01% 1482
2013
Q4 		$5.2M Buy
96,951
+377
+0.4% +$21.2K ﹤0.01% 1828
2013
Q3 		$5.58M Sell
96,574
-17,825
-16% -$1.09M 0.01% 1614
2013
Q2 		$7.48M Buy
+114,399
New +$7.31M 0.01% 1264

Other funds holding HME

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS's HME Position: Q3 2014 in Review

UBS reduced its HOME PROPERTIES, INC (HME) stake by 23% in Q3 2014, selling an estimated $2.2M and leaving 119,833 shares worth $6.98M. The position accounts for 0.01% of the portfolio, ranked #1727.

UBS first reported a position in HME in Q2 2013 and has held it in 6 quarters since. The position peaked at $9.9M in Q2 2014. 260 funds tracked by Wall St. Rank hold HME as of Q3 2014.

  • UBS held 119,833 shares of HOME PROPERTIES, INC worth $6.98M as of Q3 2014.
  • UBS sold 34,887 HOME PROPERTIES, INC shares in Q3 2014, an estimated $2.2M.
  • HOME PROPERTIES, INC made up 0.01% of UBS's portfolio in Q3 2014, its #1727 holding.
  • UBS first reported a position in HOME PROPERTIES, INC in Q2 2013 and has held it in 6 quarters since.
  • UBS's HOME PROPERTIES, INC position peaked at $9.9M in Q2 2014.
  • 260 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q3 2014.

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