U
MOM

UBS’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

UBS’s Portfolio MOM Stock Details MOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-489
Closed -$12K – 10984
2013
Q4 		$12K Sell
489
-30
-6% -$752 ﹤0.01% 8808
2013
Q3 		$13K Sell
519
-115
-18% -$2.73K ﹤0.01% 8590
2013
Q2 		$14K Buy
+634
New +$15.2K ﹤0.01% 8288

Other funds holding MOM

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS's MOM Position: Q1 2014 in Review

UBS sold out of AGFiQ U.S. Market Neutral Momentum Fund (MOM) in Q1 2014, closing a stake of 489 shares — an estimated $12K sold.

UBS first reported a position in MOM in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q2 2013. 1 fund tracked by Wall St. Rank holds MOM as of Q1 2014.

  • UBS reported no remaining AGFiQ U.S. Market Neutral Momentum Fund position as of Q1 2014 after selling out during the quarter.
  • UBS sold 489 AGFiQ U.S. Market Neutral Momentum Fund shares in Q1 2014, an estimated $12K.
  • UBS first reported a position in AGFiQ U.S. Market Neutral Momentum Fund in Q2 2013 and held it in 3 quarters.
  • UBS's AGFiQ U.S. Market Neutral Momentum Fund position peaked at $14K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Momentum Fund as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.