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UBS’s Lake Shore Bancorp LSBK Stock Holding History

UBS’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-307
Closed -$4K – 10642
2014
Q1 		$4K Buy
307
+184
+150% +$2.27K ﹤0.01% 9687
2013
Q4 		$2K Sell
123
-736
-86% -$8.78K ﹤0.01% 10041
2013
Q3 		$10K Sell
859
-117
-12% -$1.36K ﹤0.01% 8812
2013
Q2 		$11K Buy
+976
New +$11.3K ﹤0.01% 8536

Other funds holding LSBK

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's LSBK Position: Q2 2014 in Review

UBS sold out of Lake Shore Bancorp (LSBK) in Q2 2014, closing a stake of 307 shares — an estimated $4K sold.

UBS first reported a position in LSBK in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q2 2013. 11 funds tracked by Wall St. Rank hold LSBK as of Q2 2014.

  • UBS reported no remaining Lake Shore Bancorp position as of Q2 2014 after selling out during the quarter.
  • UBS sold 307 Lake Shore Bancorp shares in Q2 2014, an estimated $4K.
  • UBS first reported a position in Lake Shore Bancorp in Q2 2013 and held it in 4 quarters.
  • UBS's Lake Shore Bancorp position peaked at $11K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.