U
LFVN icon

UBS’s LifeVantage LFVN Stock Holding History

UBS’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$64K Buy
8,012
+2,480
+45% +$22.7K ﹤0.01% 6529
2014
Q2 		$56K Buy
5,532
+5,032
+1,006% +$47.8K ﹤0.01% 6711
2014
Q1 		$5K Sell
500
-3,238
-87% -$32.5K ﹤0.01% 9528
2013
Q4 		$43K Sell
3,738
-2,101
-36% -$29.6K ﹤0.01% 7152
2013
Q3 		$97K Buy
5,839
+5,696
+3,983% +$98.4K ﹤0.01% 6056
2013
Q2 		$2K Buy
+143
New +$2.3K ﹤0.01% 9800

Other funds holding LFVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

UBS's LFVN Position: Q3 2014 in Review

UBS increased its LifeVantage (LFVN) stake by 45% in Q3 2014, buying an estimated $22.7K and bringing the position to 8,012 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #6529.

UBS first reported a position in LFVN in Q2 2013 and has held it in 6 quarters since. The position peaked at $97K in Q3 2013. 60 funds tracked by Wall St. Rank hold LFVN as of Q3 2014.

  • UBS held 8,012 shares of LifeVantage worth $64K as of Q3 2014.
  • UBS bought 2,480 LifeVantage shares in Q3 2014, an estimated $22.7K.
  • LifeVantage made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6529 holding.
  • UBS first reported a position in LifeVantage in Q2 2013 and has held it in 6 quarters since.
  • UBS's LifeVantage position peaked at $97K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held LifeVantage as of Q3 2014.

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