U
HMG

UBS’s HMG / Courtland Properties Inc HMG Stock Holding History

UBS’s Portfolio HMG Stock Details HMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-331
Closed -$5K – 10913
2014
Q2 		$5K Sell
331
-211
-39% -$3.26K ﹤0.01% 9557
2014
Q1 		$9K Buy
+542
New +$9.68K ﹤0.01% 9061
2013
Q3 		– Sell
-175
Closed -$3K – 10826
2013
Q2 		$3K Buy
+175
New +$3.19K ﹤0.01% 9665

Other funds holding HMG

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS's HMG Position: Q3 2014 in Review

UBS sold out of HMG / Courtland Properties Inc (HMG) in Q3 2014, closing a stake of 331 shares — an estimated $5K sold.

UBS first reported a position in HMG in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q1 2014. 2 funds tracked by Wall St. Rank hold HMG as of Q3 2014.

  • UBS reported no remaining HMG / Courtland Properties Inc position as of Q3 2014 after selling out during the quarter.
  • UBS sold 331 HMG / Courtland Properties Inc shares in Q3 2014, an estimated $5K.
  • UBS first reported a position in HMG / Courtland Properties Inc in Q2 2013 and held it in 3 quarters.
  • UBS's HMG / Courtland Properties Inc position peaked at $9K in Q1 2014.
  • 2 funds tracked by Wall St. Rank held HMG / Courtland Properties Inc as of Q3 2014.

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