UBS’s Gartner IT Stock Holding History

UBS’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$3.04M	Buy	41,308 +5,187	+14%	+$377K	﹤0.01%	2512
2014 Q2	$2.55M	Buy	36,121 +10	+0%	+$697	﹤0.01%	2642
2014 Q1	$2.51M	Sell	36,111 -7,812	-18%	-$540K	﹤0.01%	2555
2013 Q4	$3.12M	Buy	43,923 +13,774	+46%	+$870K	﹤0.01%	2353
2013 Q3	$1.81M	Sell	30,149 -15,609	-34%	-$919K	﹤0.01%	2701
2013 Q2	$2.61M	Buy	+45,758	New	+$2.6M	﹤0.01%	2257

Other funds holding IT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's IT Position: Q3 2014 in Review

UBS increased its Gartner (IT) stake by 14% in Q3 2014, buying an estimated $377K and bringing the position to 41,308 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

UBS first reported a position in IT in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.12M in Q4 2013. 264 funds tracked by Wall St. Rank hold IT as of Q3 2014.

UBS held 41,308 shares of Gartner worth $3.04M as of Q3 2014.
UBS bought 5,187 Gartner shares in Q3 2014, an estimated $377K.
Gartner made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2512 holding.
UBS first reported a position in Gartner in Q2 2013 and has held it in 6 quarters since.
UBS's Gartner position peaked at $3.12M in Q4 2013.
264 funds tracked by Wall St. Rank held Gartner as of Q3 2014.

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