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UBS’s Coca-Cola Femsa KOF Stock Holding History

UBS’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$21K – 10632
2014
Q1 		$21K Buy
+200
New +$20.9K ﹤0.01% 8011

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return

UBS's KOF Position: Q3 2014 in Review

UBS increased its Coca-Cola Femsa (KOF) stake by 4.1% in Q3 2014, buying an estimated $117K and bringing the position to 26,796 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

UBS first reported a position in KOF in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.92M in Q2 2014. 101 funds tracked by Wall St. Rank hold KOF as of Q3 2014.

  • UBS held 26,796 shares of Coca-Cola Femsa worth $2.7M as of Q3 2014.
  • UBS bought 1,067 Coca-Cola Femsa shares in Q3 2014, an estimated $117K.
  • Coca-Cola Femsa made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2622 holding.
  • UBS first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 6 quarters since.
  • UBS's Coca-Cola Femsa position peaked at $2.92M in Q2 2014.
  • 101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2014.

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