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UBS’s IES Holdings IESC Stock Holding History

UBS’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$12K Buy
1,495
+171
+13% +$1.21K ﹤0.01% 8628
2014
Q2 		$9K Sell
1,324
-2,500
-65% -$15.9K ﹤0.01% 8984
2014
Q1 		$24K Buy
3,824
+2,400
+169% +$14.6K ﹤0.01% 7849
2013
Q4 		$8K Buy
1,424
+1,161
+441% +$5.54K ﹤0.01% 9184
2013
Q3 		$1K Buy
+263
New +$1.2K ﹤0.01% 10146

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS's IESC Position: Q3 2014 in Review

UBS increased its IES Holdings (IESC) stake by 13% in Q3 2014, buying an estimated $1.21K and bringing the position to 1,495 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #8628.

UBS first reported a position in IESC in Q3 2013 and has held it in 5 quarters since. The position peaked at $24K in Q1 2014. 28 funds tracked by Wall St. Rank hold IESC as of Q3 2014.

  • UBS held 1,495 shares of IES Holdings worth $12K as of Q3 2014.
  • UBS bought 171 IES Holdings shares in Q3 2014, an estimated $1.21K.
  • IES Holdings made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8628 holding.
  • UBS first reported a position in IES Holdings in Q3 2013 and has held it in 5 quarters since.
  • UBS's IES Holdings position peaked at $24K in Q1 2014.
  • 28 funds tracked by Wall St. Rank held IES Holdings as of Q3 2014.

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