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UBS’s KLA KLAC Stock Holding History

UBS’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18.5M Sell
2,353,350
-203,630
-8% -$1.54M 0.01% 1008
2014
Q2 		$18.6M Sell
2,556,980
-1,241,570
-33% -$8.24M 0.01% 929
2014
Q1 		$26.3M Buy
3,798,550
+828,340
+28% +$5.36M 0.02% 650
2013
Q4 		$19.1M Buy
2,970,210
+566,350
+24% +$3.57M 0.02% 833
2013
Q3 		$14.6M Sell
2,403,860
-306,160
-11% -$1.8M 0.02% 877
2013
Q2 		$15.1M Buy
+2,710,020
New +$14.8M 0.02% 795

Other funds holding KLAC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's KLAC Position: Q3 2014 in Review

UBS reduced its KLA (KLAC) stake by 8% in Q3 2014, selling an estimated $1.54M and leaving 2,353,350 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #1008.

UBS first reported a position in KLAC in Q2 2013 and has held it in 6 quarters since. The position peaked at $26.3M in Q1 2014. 435 funds tracked by Wall St. Rank hold KLAC as of Q3 2014.

  • UBS held 2,353,350 shares of KLA worth $18.5M as of Q3 2014.
  • UBS sold 203,630 KLA shares in Q3 2014, an estimated $1.54M.
  • KLA made up 0.01% of UBS's portfolio in Q3 2014, its #1008 holding.
  • UBS first reported a position in KLA in Q2 2013 and has held it in 6 quarters since.
  • UBS's KLA position peaked at $26.3M in Q1 2014.
  • 435 funds tracked by Wall St. Rank held KLA as of Q3 2014.

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