U
IPCM

UBS’s IPC HEALTHCARE INC COM DTD IPCM Stock Holding History

UBS’s Portfolio IPCM Stock Details IPCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$28K Buy
635
+536
+541% +$25.3K ﹤0.01% 7585
2014
Q2 		$4K Sell
99
-105
-51% -$4.57K ﹤0.01% 9759
2014
Q1 		$11K Sell
204
-530
-72% -$28.2K ﹤0.01% 8848
2013
Q4 		$43K Buy
734
+453
+161% +$25.7K ﹤0.01% 7168
2013
Q3 		$15K Buy
281
+209
+290% +$10.8K ﹤0.01% 8436
2013
Q2 		$4K Buy
+72
New +$3.38K ﹤0.01% 9508

Other funds holding IPCM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

UBS's IPCM Position: Q3 2014 in Review

UBS increased its IPC HEALTHCARE INC COM DTD (IPCM) stake by 541% in Q3 2014, buying an estimated $25.3K and bringing the position to 635 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #7585.

UBS first reported a position in IPCM in Q2 2013 and has held it in 6 quarters since. The position peaked at $43K in Q4 2013. 155 funds tracked by Wall St. Rank hold IPCM as of Q3 2014.

  • UBS held 635 shares of IPC HEALTHCARE INC COM DTD worth $28K as of Q3 2014.
  • UBS bought 536 IPC HEALTHCARE INC COM DTD shares in Q3 2014, an estimated $25.3K.
  • IPC HEALTHCARE INC COM DTD made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7585 holding.
  • UBS first reported a position in IPC HEALTHCARE INC COM DTD in Q2 2013 and has held it in 6 quarters since.
  • UBS's IPC HEALTHCARE INC COM DTD position peaked at $43K in Q4 2013.
  • 155 funds tracked by Wall St. Rank held IPC HEALTHCARE INC COM DTD as of Q3 2014.

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