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UBS’s Orthofix Medical OFIX Stock Holding History

UBS’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$63K Buy
2,040
+328
+19% +$10.9K ﹤0.01% 6543
2014
Q2 		$62K Sell
1,712
-12,492
-88% -$404K ﹤0.01% 6581
2014
Q1 		$429K Sell
14,204
-363
-2% -$8.37K ﹤0.01% 4394
2013
Q4 		$333K Buy
14,567
+13,475
+1,234% +$282K ﹤0.01% 4753
2013
Q3 		$22K Sell
1,092
-52,544
-98% -$1.28M ﹤0.01% 7944
2013
Q2 		$1.44M Buy
+53,636
New +$1.61M ﹤0.01% 2906

Other funds holding OFIX

NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS's OFIX Position: Q3 2014 in Review

UBS increased its Orthofix Medical (OFIX) stake by 19% in Q3 2014, buying an estimated $10.9K and bringing the position to 2,040 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #6543.

UBS first reported a position in OFIX in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2013. 107 funds tracked by Wall St. Rank hold OFIX as of Q3 2014.

  • UBS held 2,040 shares of Orthofix Medical worth $63K as of Q3 2014.
  • UBS bought 328 Orthofix Medical shares in Q3 2014, an estimated $10.9K.
  • Orthofix Medical made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6543 holding.
  • UBS first reported a position in Orthofix Medical in Q2 2013 and has held it in 6 quarters since.
  • UBS's Orthofix Medical position peaked at $1.44M in Q2 2013.
  • 107 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2014.

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