U
MRLN

UBS’s Marlin Business Services Corp MRLN Stock Holding History

UBS’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,425
Closed -$50K – 10967
2014
Q1 		$50K Buy
+2,425
New +$59K ﹤0.01% 6836
2013
Q4 		– Sell
-701
Closed -$18K – 10898
2013
Q3 		$18K Buy
+701
New +$16.9K ﹤0.01% 8214

Other funds holding MRLN

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CCM
Century Capital Management Boston, Massachusetts $581M AUM 29.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS's MRLN Position: Q2 2014 in Review

UBS sold out of Marlin Business Services Corp (MRLN) in Q2 2014, closing a stake of 2,425 shares — an estimated $50K sold.

UBS first reported a position in MRLN in Q3 2013 and held it in 2 quarters. The position peaked at $50K in Q1 2014. 65 funds tracked by Wall St. Rank hold MRLN as of Q2 2014.

  • UBS reported no remaining Marlin Business Services Corp position as of Q2 2014 after selling out during the quarter.
  • UBS sold 2,425 Marlin Business Services Corp shares in Q2 2014, an estimated $50K.
  • UBS first reported a position in Marlin Business Services Corp in Q3 2013 and held it in 2 quarters.
  • UBS's Marlin Business Services Corp position peaked at $50K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q2 2014.

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