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UBS’s LG Display LPL Stock Holding History

UBS’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,300
Closed -$36K – 10568
2014
Q2 		$36K Buy
+2,300
New +$31.9K ﹤0.01% 7316
2013
Q3 		– Sell
-3,500
Closed -$42K – 10559
2013
Q2 		$42K Buy
+3,500
New +$46.9K ﹤0.01% 6952

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

UBS's LPL Position: Q3 2014 in Review

UBS reduced its LG Display (LPL) stake by 0.34% in Q3 2014, selling an estimated $48.5K and leaving 869,561 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #1203.

UBS first reported a position in LPL in Q2 2013 and has held it in 6 quarters since. The position peaked at $13.8M in Q2 2014. 86 funds tracked by Wall St. Rank hold LPL as of Q3 2014.

  • UBS held 869,561 shares of LG Display worth $13.7M as of Q3 2014.
  • UBS sold 2,949 LG Display shares in Q3 2014, an estimated $48.5K.
  • LG Display made up 0.01% of UBS's portfolio in Q3 2014, its #1203 holding.
  • UBS first reported a position in LG Display in Q2 2013 and has held it in 6 quarters since.
  • UBS's LG Display position peaked at $13.8M in Q2 2014.
  • 86 funds tracked by Wall St. Rank held LG Display as of Q3 2014.

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