U
HVB

UBS’s HUDSON VY HLDG CORP HVB Stock Holding History

UBS’s Portfolio HVB Stock Details HVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Sell
805
-309
-28% -$5.47K ﹤0.01% 8493
2014
Q2 		$20K Buy
1,114
+597
+115% +$10.9K ﹤0.01% 8114
2014
Q1 		$10K Sell
517
-766
-60% -$14.2K ﹤0.01% 8952
2013
Q4 		$26K Sell
1,283
-225
-15% -$4.35K ﹤0.01% 7854
2013
Q3 		$28K Buy
1,508
+1,280
+561% +$24.5K ﹤0.01% 7649
2013
Q2 		$4K Buy
+228
New +$3.75K ﹤0.01% 9511

Other funds holding HVB

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

UBS's HVB Position: Q3 2014 in Review

UBS reduced its HUDSON VY HLDG CORP (HVB) stake by 28% in Q3 2014, selling an estimated $5.47K and leaving 805 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #8493.

UBS first reported a position in HVB in Q2 2013 and has held it in 6 quarters since. The position peaked at $28K in Q3 2013. 67 funds tracked by Wall St. Rank hold HVB as of Q3 2014.

  • UBS held 805 shares of HUDSON VY HLDG CORP worth $14K as of Q3 2014.
  • UBS sold 309 HUDSON VY HLDG CORP shares in Q3 2014, an estimated $5.47K.
  • HUDSON VY HLDG CORP made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8493 holding.
  • UBS first reported a position in HUDSON VY HLDG CORP in Q2 2013 and has held it in 6 quarters since.
  • UBS's HUDSON VY HLDG CORP position peaked at $28K in Q3 2013.
  • 67 funds tracked by Wall St. Rank held HUDSON VY HLDG CORP as of Q3 2014.

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