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	$83K	Hold	2,000	–	–	﹤0.01%	6211
2014 Q2	$88K	Buy	+2,000	New	+$87.3K	﹤0.01%	6088
2013 Q4	–	Sell	-1,000	Closed	-$47K	–	10574
2013 Q3	$47K	Buy	1,000 +500	+100%	+$23K	﹤0.01%	6946
2013 Q2	$22K	Buy	+500	New	+$22.4K	﹤0.01%	7775

Other funds holding L

SAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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.