U
LGL.WS

UBS’s LGL GROUP INC WT EXP 08/06/2018 LGL.WS Stock Holding History

UBS’s Portfolio LGL.WS Stock Details LGL.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Buy
16,501
+2,900
+21% +$90 ﹤0.01% 10239
2014
Q2 		$0 Buy
13,601
+1,250
+10% +$58 ﹤0.01% 11180
2014
Q1 		$1K Buy
12,351
+8,800
+248% +$590 ﹤0.01% 10296
2013
Q4 		$0 Sell
3,551
-729
-17% -$57 ﹤0.01% 11118
2013
Q3 		$0 Buy
+4,280
New +$425 ﹤0.01% 11017

Other funds holding LGL.WS

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.01B AUM 22.05% 1-Year Est. Return

UBS's LGL.WS Position: Q3 2014 in Review

UBS increased its LGL GROUP INC WT EXP 08/06/2018 (LGL.WS) stake by 21% in Q3 2014, buying an estimated $90 and bringing the position to 16,501 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #10239.

UBS first reported a position in LGL.WS in Q3 2013 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold LGL.WS as of Q3 2014.

  • UBS held 16,501 shares of LGL GROUP INC WT EXP 08/06/2018 worth $1K as of Q3 2014.
  • UBS bought 2,900 LGL GROUP INC WT EXP 08/06/2018 shares in Q3 2014, an estimated $90.
  • LGL GROUP INC WT EXP 08/06/2018 made up ﹤0.01% of UBS's portfolio in Q3 2014, its #10239 holding.
  • UBS first reported a position in LGL GROUP INC WT EXP 08/06/2018 in Q3 2013 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held LGL GROUP INC WT EXP 08/06/2018 as of Q3 2014.

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