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UBS’s Home BancShares HOMB Stock Holding History

UBS’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$131K Buy
8,920
+5,550
+165% +$84.8K ﹤0.01% 5661
2014
Q2 		$55K Buy
3,370
+770
+30% +$12.4K ﹤0.01% 6735
2014
Q1 		$45K Sell
2,600
-3,180
-55% -$53.5K ﹤0.01% 6990
2013
Q4 		$108K Buy
5,780
+5,100
+750% +$87.9K ﹤0.01% 5984
2013
Q3 		$10K Sell
680
-3,438
-83% -$47.3K ﹤0.01% 8810
2013
Q2 		$53K Buy
+4,118
New +$42.4K ﹤0.01% 6647

Other funds holding HOMB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's HOMB Position: Q3 2014 in Review

UBS increased its Home BancShares (HOMB) stake by 165% in Q3 2014, buying an estimated $84.8K and bringing the position to 8,920 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #5661.

UBS first reported a position in HOMB in Q2 2013 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold HOMB as of Q3 2014.

  • UBS held 8,920 shares of Home BancShares worth $131K as of Q3 2014.
  • UBS bought 5,550 Home BancShares shares in Q3 2014, an estimated $84.8K.
  • Home BancShares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5661 holding.
  • UBS first reported a position in Home BancShares in Q2 2013 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held Home BancShares as of Q3 2014.

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