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UBS’s Inogen INGN Stock Holding History

UBS’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Buy
+660
New +$13.4K ﹤0.01% 8525
2014
Q2 		– Sell
-1,094
Closed -$18K – 10603
2014
Q1 		$18K Buy
+1,094
New +$19.5K ﹤0.01% 8235

Other funds holding INGN

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
TCM
Tamarack Capital Management Carlsbad, California $840M AUM 19.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS's INGN Position: Q3 2014 in Review

UBS opened a new position in Inogen (INGN) in Q3 2014: 660 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #8525 among its holdings. This is a return to the name: UBS previously reported a position in INGN as recently as Q1 2014.

UBS first reported a position in INGN in Q1 2014 and has held it in 2 quarters since. The position peaked at $18K in Q1 2014. 62 funds tracked by Wall St. Rank hold INGN as of Q3 2014.

  • UBS held 660 shares of Inogen worth $13K as of Q3 2014.
  • Inogen was a new UBS position in Q3 2014.
  • Inogen made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8525 holding.
  • UBS first reported a position in Inogen in Q1 2014 and has held it in 2 quarters since.
  • UBS's Inogen position peaked at $18K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Inogen as of Q3 2014.

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