U
IBCA

UBS’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

UBS’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18K Buy
+1,845
New +$16.6K ﹤0.01% 8173
2014
Q2 		– Sell
-1,554
Closed -$12K – 11253
2014
Q1 		$12K Buy
+1,554
New +$11.7K ﹤0.01% 8755

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

UBS's IBCA Position: Q3 2014 in Review

UBS opened a new position in INTERVEST BANCSHARES CORP COM (IBCA) in Q3 2014: 1,845 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #8173 among its holdings. This is a return to the name: UBS previously reported a position in IBCA as recently as Q1 2014.

UBS first reported a position in IBCA in Q1 2014 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold IBCA as of Q3 2014.

  • UBS held 1,845 shares of INTERVEST BANCSHARES CORP COM worth $18K as of Q3 2014.
  • INTERVEST BANCSHARES CORP COM was a new UBS position in Q3 2014.
  • INTERVEST BANCSHARES CORP COM made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8173 holding.
  • UBS first reported a position in INTERVEST BANCSHARES CORP COM in Q1 2014 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q3 2014.

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