Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
U
UBS’s
Professional Diversity Network
IPDN
Stock Holding History
UBS’s Portfolio
IPDN Stock Details
IPDN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q3
–
Hold
0
–
–
–
9447
2014
Q2
–
Hold
0
–
–
–
9342
2014
Q1
–
Hold
0
–
–
–
10023
2013
Q4
–
Hold
0
–
–
–
10035
2013
Q3
–
Hold
0
–
–
–
9571
2013
Q2
–
Hold
0
–
–
–
8844
Other funds holding IPDN
NSIM
North Star Investment Management
Chicago, Illinois
$1.84B AUM
28.81%
1-Year Est. Return
PCM
Perritt Capital Management
Chicago, Illinois
$59.8M AUM
26.94%
1-Year Est. Return
BA
Bard Associates
Chicago, Illinois
$451M AUM
66.6%
1-Year Est. Return
California Public Employees Retirement System
Sacramento, California
$177B AUM
39.86%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
CHAM
Clear Harbor Asset Management
Stamford, Connecticut
$1.62B AUM
38.77%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close