U
OFED

UBS’s Oconee Federal Financial Corp. OFED Stock Holding History

UBS’s Portfolio OFED Stock Details OFED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$35K Sell
2,006
-50
-2% -$884 ﹤0.01% 7272
2014
Q2 		$37K Buy
2,056
+56
+3% +$986 ﹤0.01% 7288
2014
Q1 		$35K Buy
2,000
+1,184
+145% +$20.5K ﹤0.01% 7327
2013
Q4 		$14K Sell
816
-1,306
-62% -$22.4K ﹤0.01% 8616
2013
Q3 		$35K Buy
2,122
+87
+4% +$1.43K ﹤0.01% 7344
2013
Q2 		$30K Buy
+2,035
New +$31.1K ﹤0.01% 7398

Other funds holding OFED

SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's OFED Position: Q3 2014 in Review

UBS reduced its Oconee Federal Financial Corp. (OFED) stake by 2.4% in Q3 2014, selling an estimated $884 and leaving 2,006 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #7272.

UBS first reported a position in OFED in Q2 2013 and has held it in 6 quarters since. The position peaked at $37K in Q2 2014. 10 funds tracked by Wall St. Rank hold OFED as of Q3 2014.

  • UBS held 2,006 shares of Oconee Federal Financial Corp. worth $35K as of Q3 2014.
  • UBS sold 50 Oconee Federal Financial Corp. shares in Q3 2014, an estimated $884.
  • Oconee Federal Financial Corp. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7272 holding.
  • UBS first reported a position in Oconee Federal Financial Corp. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Oconee Federal Financial Corp. position peaked at $37K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q3 2014.

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