U
IROQ

UBS’s IF Bancorp IROQ Stock Holding History

UBS’s Portfolio IROQ Stock Details IROQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$8K Sell
495
-787
-61% -$13.3K ﹤0.01% 9040
2014
Q2 		$21K Buy
1,282
+124
+11% +$2.02K ﹤0.01% 8012
2014
Q1 		$19K Buy
1,158
+373
+48% +$6.18K ﹤0.01% 8154
2013
Q4 		$13K Buy
+785
New +$12.9K ﹤0.01% 8701
2013
Q3 		– Sell
-698
Closed -$11K – 10524
2013
Q2 		$11K Buy
+698
New +$10.7K ﹤0.01% 8534

Other funds holding IROQ

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS's IROQ Position: Q3 2014 in Review

UBS reduced its IF Bancorp (IROQ) stake by 61% in Q3 2014, selling an estimated $13.3K and leaving 495 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #9040.

UBS first reported a position in IROQ in Q2 2013 and has held it in 5 quarters since. The position peaked at $21K in Q2 2014. 16 funds tracked by Wall St. Rank hold IROQ as of Q3 2014.

  • UBS held 495 shares of IF Bancorp worth $8K as of Q3 2014.
  • UBS sold 787 IF Bancorp shares in Q3 2014, an estimated $13.3K.
  • IF Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9040 holding.
  • UBS first reported a position in IF Bancorp in Q2 2013 and has held it in 5 quarters since.
  • UBS's IF Bancorp position peaked at $21K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held IF Bancorp as of Q3 2014.

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