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UBS’s Lifetime Brands LCUT Stock Holding History

UBS’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Sell
337
-2,229
-87% -$37.4K ﹤0.01% 9453
2014
Q2 		$40K Buy
+2,566
New +$42.3K ﹤0.01% 7165
2013
Q4 		– Sell
-446
Closed -$7K – 10576
2013
Q3 		$7K Buy
446
+349
+360% +$5.03K ﹤0.01% 9131
2013
Q2 		$1K Buy
+97
New +$1.25K ﹤0.01% 10016

Other funds holding LCUT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Goldman Capital Management New York $103M AUM 21.37% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's LCUT Position: Q3 2014 in Review

UBS reduced its Lifetime Brands (LCUT) stake by 87% in Q3 2014, selling an estimated $37.4K and leaving 337 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9453.

UBS first reported a position in LCUT in Q2 2013 and has held it in 4 quarters since. The position peaked at $40K in Q2 2014. 70 funds tracked by Wall St. Rank hold LCUT as of Q3 2014.

  • UBS held 337 shares of Lifetime Brands worth $5K as of Q3 2014.
  • UBS sold 2,229 Lifetime Brands shares in Q3 2014, an estimated $37.4K.
  • Lifetime Brands made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9453 holding.
  • UBS first reported a position in Lifetime Brands in Q2 2013 and has held it in 4 quarters since.
  • UBS's Lifetime Brands position peaked at $40K in Q2 2014.
  • 70 funds tracked by Wall St. Rank held Lifetime Brands as of Q3 2014.

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