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KVHI icon

UBS’s KVH Industries KVHI Stock Holding History

UBS’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Hold
1,125
– – ﹤0.01% 8527
2014
Q2 		$15K Sell
1,125
-1,266
-53% -$16.8K ﹤0.01% 8430
2014
Q1 		$32K Buy
2,391
+906
+61% +$12.1K ﹤0.01% 7439
2013
Q4 		$19K Sell
1,485
-1,758
-54% -$23.8K ﹤0.01% 8213
2013
Q3 		$45K Buy
3,243
+1,805
+126% +$24.6K ﹤0.01% 7003
2013
Q2 		$19K Buy
+1,438
New +$18.8K ﹤0.01% 7945

Other funds holding KVHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
ICM
Invicta Capital Management New York $125M AUM 14.3% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's KVHI Position: Q3 2014 in Review

UBS held its KVH Industries (KVHI) position steady in Q3 2014 at 1,125 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8527.

UBS first reported a position in KVHI in Q2 2013 and has held it in 6 quarters since. The position peaked at $45K in Q3 2013. 74 funds tracked by Wall St. Rank hold KVHI as of Q3 2014.

  • UBS held 1,125 shares of KVH Industries worth $13K as of Q3 2014.
  • UBS left its KVH Industries share count unchanged in Q3 2014.
  • KVH Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8527 holding.
  • UBS first reported a position in KVH Industries in Q2 2013 and has held it in 6 quarters since.
  • UBS's KVH Industries position peaked at $45K in Q3 2013.
  • 74 funds tracked by Wall St. Rank held KVH Industries as of Q3 2014.

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