U
KCLI

UBS’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

UBS’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$130K Buy
+2,923
New +$133K ﹤0.01% 5672
2014
Q1 		– Sell
-171
Closed -$8K – 11228
2013
Q4 		$8K Buy
+171
New +$8.01K ﹤0.01% 9255
2013
Q3 		– Sell
-767
Closed -$29K – 11037
2013
Q2 		$29K Buy
+767
New +$28.5K ﹤0.01% 7442

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

UBS's KCLI Position: Q3 2014 in Review

UBS opened a new position in KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q3 2014: 2,923 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #5672 among its holdings. This is a return to the name: UBS previously reported a position in KCLI as recently as Q4 2013.

UBS first reported a position in KCLI in Q2 2013 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold KCLI as of Q3 2014.

  • UBS held 2,923 shares of KANSAS CITY LIFE INS CO NEW (MO) worth $130K as of Q3 2014.
  • KANSAS CITY LIFE INS CO NEW (MO) was a new UBS position in Q3 2014.
  • KANSAS CITY LIFE INS CO NEW (MO) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5672 holding.
  • UBS first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2013 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q3 2014.

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