U
JAXB

UBS’s JACKSONVILLE BANCORP INC FLA COM STK NEW JAXB Stock Holding History

UBS’s Portfolio JAXB Stock Details JAXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Buy
1,208
+35
+3% +$369 ﹤0.01% 8597
2014
Q2 		$12K Buy
+1,173
New +$12.2K ﹤0.01% 8749

Other funds holding JAXB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LWM
LBA Wealth Management Jacksonville, Florida $190M AUM 12.13% 1-Year Est. Return

UBS's JAXB Position: Q3 2014 in Review

UBS increased its JACKSONVILLE BANCORP INC FLA COM STK NEW (JAXB) stake by 3% in Q3 2014, buying an estimated $369 and bringing the position to 1,208 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8597.

UBS first reported a position in JAXB in Q2 2014 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold JAXB as of Q3 2014.

  • UBS held 1,208 shares of JACKSONVILLE BANCORP INC FLA COM STK NEW worth $13K as of Q3 2014.
  • UBS bought 35 JACKSONVILLE BANCORP INC FLA COM STK NEW shares in Q3 2014, an estimated $369.
  • JACKSONVILLE BANCORP INC FLA COM STK NEW made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8597 holding.
  • UBS first reported a position in JACKSONVILLE BANCORP INC FLA COM STK NEW in Q2 2014 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held JACKSONVILLE BANCORP INC FLA COM STK NEW as of Q3 2014.

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