U
JMP

UBS’s JMP Group LLC JMP Stock Holding History

UBS’s Portfolio JMP Stock Details JMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$11K Sell
1,729
-149
-8% -$1.01K ﹤0.01% 8760
2014
Q2 		$14K Buy
1,878
+1,578
+526% +$10.6K ﹤0.01% 8544
2014
Q1 		$2K Buy
300
+88
+42% +$646 ﹤0.01% 10085
2013
Q4 		$2K Buy
212
+42
+25% +$282 ﹤0.01% 10081
2013
Q3 		$1K Sell
170
-3,313
-95% -$22.5K ﹤0.01% 10190
2013
Q2 		$23K Buy
+3,483
New +$23.1K ﹤0.01% 7732

Other funds holding JMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return

UBS's JMP Position: Q3 2014 in Review

UBS reduced its JMP Group LLC (JMP) stake by 7.9% in Q3 2014, selling an estimated $1.01K and leaving 1,729 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #8760.

UBS first reported a position in JMP in Q2 2013 and has held it in 6 quarters since. The position peaked at $23K in Q2 2013. 57 funds tracked by Wall St. Rank hold JMP as of Q3 2014.

  • UBS held 1,729 shares of JMP Group LLC worth $11K as of Q3 2014.
  • UBS sold 149 JMP Group LLC shares in Q3 2014, an estimated $1.01K.
  • JMP Group LLC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8760 holding.
  • UBS first reported a position in JMP Group LLC in Q2 2013 and has held it in 6 quarters since.
  • UBS's JMP Group LLC position peaked at $23K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held JMP Group LLC as of Q3 2014.

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