UBS’s Loews L Stock Holding History

UBS’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$13.7M	Buy	327,974 +67,069	+26%	+$2.89M	0.01%	1205
2014 Q2	$11.5M	Buy	260,905 +21,632	+9%	+$945K	0.01%	1257
2014 Q1	$10.5M	Buy	239,273 +32,610	+16%	+$1.46M	0.01%	1228
2013 Q4	$9.97M	Buy	206,663 +58,898	+40%	+$2.81M	0.01%	1248
2013 Q3	$6.91M	Buy	147,765 +28,456	+24%	+$1.31M	0.01%	1430
2013 Q2	$5.3M	Buy	+119,309	New	+$5.34M	0.01%	1565

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

UBS's L Position: Q3 2014 in Review

UBS increased its Loews (L) stake by 26% in Q3 2014, buying an estimated $2.89M and bringing the position to 327,974 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #1205.

UBS first reported a position in L in Q2 2013 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold L as of Q3 2014.

UBS held 327,974 shares of Loews worth $13.7M as of Q3 2014.
UBS bought 67,069 Loews shares in Q3 2014, an estimated $2.89M.
Loews made up 0.01% of UBS's portfolio in Q3 2014, its #1205 holding.
UBS first reported a position in Loews in Q2 2013 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Loews as of Q3 2014.

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