U
LSBG

UBS’s Lake Sunapee Bank Group LSBG Stock Holding History

UBS’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$77K Buy
4,943
+3,943
+394% +$59.3K ﹤0.01% 6310
2014
Q2 		$15K Sell
1,000
-400
-29% -$5.89K ﹤0.01% 8469
2014
Q1 		$21K Sell
1,400
-979
-41% -$14.7K ﹤0.01% 8045
2013
Q4 		$36K Buy
2,379
+979
+70% +$14.4K ﹤0.01% 7407
2013
Q3 		$19K Sell
1,400
-368
-21% -$5.14K ﹤0.01% 8153
2013
Q2 		$25K Buy
+1,768
New +$23.5K ﹤0.01% 7631

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

UBS's LSBG Position: Q3 2014 in Review

UBS increased its Lake Sunapee Bank Group (LSBG) stake by 394% in Q3 2014, buying an estimated $59.3K and bringing the position to 4,943 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #6310.

UBS first reported a position in LSBG in Q2 2013 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold LSBG as of Q3 2014.

  • UBS held 4,943 shares of Lake Sunapee Bank Group worth $77K as of Q3 2014.
  • UBS bought 3,943 Lake Sunapee Bank Group shares in Q3 2014, an estimated $59.3K.
  • Lake Sunapee Bank Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6310 holding.
  • UBS first reported a position in Lake Sunapee Bank Group in Q2 2013 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q3 2014.

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