U
MNRK

UBS’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History

UBS’s Portfolio MNRK Stock Details MNRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$24K Buy
+2,069
New +$22.6K ﹤0.01% 7800
2014
Q2 		– Sell
-174
Closed -$2K – 11422
2014
Q1 		$2K Sell
174
-71
-29% -$755 ﹤0.01% 10159
2013
Q4 		$3K Buy
+245
New +$2.57K ﹤0.01% 9977
2013
Q3 		– Sell
-105
Closed -$1K – 11299
2013
Q2 		$1K Buy
+105
New +$1.02K ﹤0.01% 10143

Other funds holding MNRK

MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS's MNRK Position: Q3 2014 in Review

UBS opened a new position in MONARCH FINANCIAL HOLDINGS INC COM STK (MNRK) in Q3 2014: 2,069 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #7800 among its holdings. This is a return to the name: UBS previously reported a position in MNRK as recently as Q1 2014.

UBS first reported a position in MNRK in Q2 2013 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold MNRK as of Q3 2014.

  • UBS held 2,069 shares of MONARCH FINANCIAL HOLDINGS INC COM STK worth $24K as of Q3 2014.
  • MONARCH FINANCIAL HOLDINGS INC COM STK was a new UBS position in Q3 2014.
  • MONARCH FINANCIAL HOLDINGS INC COM STK made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7800 holding.
  • UBS first reported a position in MONARCH FINANCIAL HOLDINGS INC COM STK in Q2 2013 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held MONARCH FINANCIAL HOLDINGS INC COM STK as of Q3 2014.

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