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UBS’s Hurco Companies Inc HURC Stock Holding History

UBS’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$19K Buy
500
+461
+1,182% +$15.3K ﹤0.01% 8071
2014
Q2 		$1K Sell
39
-378
-91% -$10.4K ﹤0.01% 10218
2014
Q1 		$11K Sell
417
-160
-28% -$4.07K ﹤0.01% 8796
2013
Q4 		$14K Sell
577
-938
-62% -$23.6K ﹤0.01% 8587
2013
Q3 		$39K Buy
1,515
+1,373
+967% +$39.1K ﹤0.01% 7173
2013
Q2 		$4K Buy
+142
New +$3.87K ﹤0.01% 9407

Other funds holding HURC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
AIS
AlphaOne Investment Services West Chester, Pennsylvania $79.5M AUM 49.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's HURC Position: Q3 2014 in Review

UBS increased its Hurco Companies Inc (HURC) stake by 1,182% in Q3 2014, buying an estimated $15.3K and bringing the position to 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #8071.

UBS first reported a position in HURC in Q2 2013 and has held it in 6 quarters since. The position peaked at $39K in Q3 2013. 75 funds tracked by Wall St. Rank hold HURC as of Q3 2014.

  • UBS held 500 shares of Hurco Companies Inc worth $19K as of Q3 2014.
  • UBS bought 461 Hurco Companies Inc shares in Q3 2014, an estimated $15.3K.
  • Hurco Companies Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8071 holding.
  • UBS first reported a position in Hurco Companies Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hurco Companies Inc position peaked at $39K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2014.

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