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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 		– Sell
-500
Closed -$22K – 10559
2014
Q2 		$22K Buy
500
+300
+150% +$13.1K ﹤0.01% 7951
2014
Q1 		$9K Sell
200
-200
-50% -$8.95K ﹤0.01% 9010
2013
Q4 		$19K Sell
400
-400
-50% -$19.1K ﹤0.01% 8214
2013
Q3 		$37K Sell
800
-1,400
-64% -$64.4K ﹤0.01% 7250
2013
Q2 		$98K Buy
+2,200
New +$98.6K ﹤0.01% 5934

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
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.