U
IHC

UBS’s Independence Holding Company IHC Stock Holding History

UBS’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$279K Sell
21,000
-1,461
-7% -$19.7K ﹤0.01% 4841
2014
Q2 		$318K Buy
22,461
+790
+4% +$10.8K ﹤0.01% 4673
2014
Q1 		$291K Buy
21,671
+671
+3% +$8.64K ﹤0.01% 4794
2013
Q4 		$283K Hold
21,000
– – ﹤0.01% 4919
2013
Q3 		$300K Buy
21,000
+20,146
+2,359% +$282K ﹤0.01% 4698
2013
Q2 		$10K Buy
+854
New +$9.32K ﹤0.01% 8694

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's IHC Position: Q3 2014 in Review

UBS reduced its Independence Holding Company (IHC) stake by 6.5% in Q3 2014, selling an estimated $19.7K and leaving 21,000 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #4841.

UBS first reported a position in IHC in Q2 2013 and has held it in 6 quarters since. The position peaked at $318K in Q2 2014. 45 funds tracked by Wall St. Rank hold IHC as of Q3 2014.

  • UBS held 21,000 shares of Independence Holding Company worth $279K as of Q3 2014.
  • UBS sold 1,461 Independence Holding Company shares in Q3 2014, an estimated $19.7K.
  • Independence Holding Company made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4841 holding.
  • UBS first reported a position in Independence Holding Company in Q2 2013 and has held it in 6 quarters since.
  • UBS's Independence Holding Company position peaked at $318K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2014.

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