U
MFSF

UBS’s MutualFirst Financial Inc MFSF Stock Holding History

UBS’s Portfolio MFSF Stock Details MFSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Buy
+294
New +$5.87K ﹤0.01% 9206
2014
Q1 		– Sell
-560
Closed -$10K – 11013
2013
Q4 		$10K Sell
560
-291
-34% -$4.85K ﹤0.01% 9015
2013
Q3 		$13K Buy
851
+565
+198% +$8.48K ﹤0.01% 8591
2013
Q2 		$4K Buy
+286
New +$4.35K ﹤0.01% 9470

Other funds holding MFSF

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's MFSF Position: Q3 2014 in Review

UBS opened a new position in MutualFirst Financial Inc (MFSF) in Q3 2014: 294 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #9206 among its holdings. This is a return to the name: UBS previously reported a position in MFSF as recently as Q4 2013.

UBS first reported a position in MFSF in Q2 2013 and has held it in 4 quarters since. The position peaked at $13K in Q3 2013. 31 funds tracked by Wall St. Rank hold MFSF as of Q3 2014.

  • UBS held 294 shares of MutualFirst Financial Inc worth $7K as of Q3 2014.
  • MutualFirst Financial Inc was a new UBS position in Q3 2014.
  • MutualFirst Financial Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9206 holding.
  • UBS first reported a position in MutualFirst Financial Inc in Q2 2013 and has held it in 4 quarters since.
  • UBS's MutualFirst Financial Inc position peaked at $13K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held MutualFirst Financial Inc as of Q3 2014.

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