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UBS’s Information Services Group III Stock Holding History

UBS’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Buy
636
+136
+27% +$584 ﹤0.01% 9989
2014
Q2 		$2K Sell
500
-61,618
-99% -$305K ﹤0.01% 10033
2014
Q1 		$305K Buy
62,118
+61,642
+12,950% +$312K ﹤0.01% 4745
2013
Q4 		$2K Buy
+476
New +$1.95K ﹤0.01% 10034
2013
Q3 		– Sell
-178
Closed – – 10516
2013
Q2 		$0 Buy
+178
New +$347 ﹤0.01% 10181

Other funds holding III

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

UBS's III Position: Q3 2014 in Review

UBS increased its Information Services Group (III) stake by 27% in Q3 2014, buying an estimated $584 and bringing the position to 636 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #9989.

UBS first reported a position in III in Q2 2013 and has held it in 5 quarters since. The position peaked at $305K in Q1 2014. 70 funds tracked by Wall St. Rank hold III as of Q3 2014.

  • UBS held 636 shares of Information Services Group worth $2K as of Q3 2014.
  • UBS bought 136 Information Services Group shares in Q3 2014, an estimated $584.
  • Information Services Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9989 holding.
  • UBS first reported a position in Information Services Group in Q2 2013 and has held it in 5 quarters since.
  • UBS's Information Services Group position peaked at $305K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held Information Services Group as of Q3 2014.

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