U
OB

UBS’s Onebeacon Insurance Group Ltd OB Stock Holding History

UBS’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$125K Buy
8,109
+80
+1% +$1.26K ﹤0.01% 5731
2014
Q2 		$125K Buy
8,029
+838
+12% +$12.9K ﹤0.01% 5688
2014
Q1 		$111K Buy
7,191
+2,960
+70% +$45.2K ﹤0.01% 5860
2013
Q4 		$67K Sell
4,231
-12,433
-75% -$194K ﹤0.01% 6589
2013
Q3 		$246K Sell
16,664
-4,839
-23% -$70.5K ﹤0.01% 4929
2013
Q2 		$311K Buy
+21,503
New +$300K ﹤0.01% 4603

Other funds holding OB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's OB Position: Q3 2014 in Review

UBS increased its Onebeacon Insurance Group Ltd (OB) stake by 1% in Q3 2014, buying an estimated $1.26K and bringing the position to 8,109 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #5731.

UBS first reported a position in OB in Q2 2013 and has held it in 6 quarters since. The position peaked at $311K in Q2 2013. 103 funds tracked by Wall St. Rank hold OB as of Q3 2014.

  • UBS held 8,109 shares of Onebeacon Insurance Group Ltd worth $125K as of Q3 2014.
  • UBS bought 80 Onebeacon Insurance Group Ltd shares in Q3 2014, an estimated $1.26K.
  • Onebeacon Insurance Group Ltd made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5731 holding.
  • UBS first reported a position in Onebeacon Insurance Group Ltd in Q2 2013 and has held it in 6 quarters since.
  • UBS's Onebeacon Insurance Group Ltd position peaked at $311K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q3 2014.

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