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UBS’s Haverty Furniture Companies HVT Stock Holding History

UBS’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$273K Buy
12,545
+10,477
+507% +$247K ﹤0.01% 4867
2014
Q2 		$52K Buy
2,068
+549
+36% +$13.9K ﹤0.01% 6804
2014
Q1 		$45K Buy
1,519
+19
+1% +$546 ﹤0.01% 6991
2013
Q4 		$47K Sell
1,500
-5,041
-77% -$139K ﹤0.01% 7031
2013
Q3 		$161K Buy
6,541
+5,041
+336% +$127K ﹤0.01% 5447
2013
Q2 		$35K Buy
+1,500
New +$35.3K ﹤0.01% 7183

Other funds holding HVT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's HVT Position: Q3 2014 in Review

UBS increased its Haverty Furniture Companies (HVT) stake by 507% in Q3 2014, buying an estimated $247K and bringing the position to 12,545 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #4867.

UBS first reported a position in HVT in Q2 2013 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold HVT as of Q3 2014.

  • UBS held 12,545 shares of Haverty Furniture Companies worth $273K as of Q3 2014.
  • UBS bought 10,477 Haverty Furniture Companies shares in Q3 2014, an estimated $247K.
  • Haverty Furniture Companies made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4867 holding.
  • UBS first reported a position in Haverty Furniture Companies in Q2 2013 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2014.

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