U
OPOF

UBS’s Old Point Financial OPOF Stock Holding History

UBS’s Portfolio OPOF Stock Details OPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$23K Buy
1,572
+1,047
+199% +$15.9K ﹤0.01% 7820
2014
Q2 		$8K Buy
+525
New +$8.18K ﹤0.01% 9106
2013
Q4 		– Sell
-1,092
Closed -$14K – 10651
2013
Q3 		$14K Buy
+1,092
New +$14.2K ﹤0.01% 8472

Other funds holding OPOF

OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

UBS's OPOF Position: Q3 2014 in Review

UBS increased its Old Point Financial (OPOF) stake by 199% in Q3 2014, buying an estimated $15.9K and bringing the position to 1,572 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #7820.

UBS first reported a position in OPOF in Q3 2013 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold OPOF as of Q3 2014.

  • UBS held 1,572 shares of Old Point Financial worth $23K as of Q3 2014.
  • UBS bought 1,047 Old Point Financial shares in Q3 2014, an estimated $15.9K.
  • Old Point Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7820 holding.
  • UBS first reported a position in Old Point Financial in Q3 2013 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Old Point Financial as of Q3 2014.

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