U
LMIA

UBS’s LMI Aerospace Inc LMIA Stock Holding History

UBS’s Portfolio LMIA Stock Details LMIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$33K Buy
2,539
+1,289
+103% +$17.7K ﹤0.01% 7364
2014
Q2 		$16K Sell
1,250
-6,148
-83% -$84.4K ﹤0.01% 8389
2014
Q1 		$105K Buy
7,398
+6,298
+573% +$89.9K ﹤0.01% 5918
2013
Q4 		$16K Buy
1,100
+700
+175% +$9.48K ﹤0.01% 8463
2013
Q3 		$5K Buy
400
+300
+300% +$4.69K ﹤0.01% 9479
2013
Q2 		$2K Buy
+100
New +$2.01K ﹤0.01% 9898

Other funds holding LMIA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

UBS's LMIA Position: Q3 2014 in Review

UBS increased its LMI Aerospace Inc (LMIA) stake by 103% in Q3 2014, buying an estimated $17.7K and bringing the position to 2,539 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #7364.

UBS first reported a position in LMIA in Q2 2013 and has held it in 6 quarters since. The position peaked at $105K in Q1 2014. 54 funds tracked by Wall St. Rank hold LMIA as of Q3 2014.

  • UBS held 2,539 shares of LMI Aerospace Inc worth $33K as of Q3 2014.
  • UBS bought 1,289 LMI Aerospace Inc shares in Q3 2014, an estimated $17.7K.
  • LMI Aerospace Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7364 holding.
  • UBS first reported a position in LMI Aerospace Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's LMI Aerospace Inc position peaked at $105K in Q1 2014.
  • 54 funds tracked by Wall St. Rank held LMI Aerospace Inc as of Q3 2014.

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