U
PCH

UBS’s PotlatchDeltic PCH Stock Holding History

UBS’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$8K – 10706
2014
Q1 		$8K Buy
+200
New +$7.93K ﹤0.01% 9144

Other funds holding PCH

PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's PCH Position: Q3 2014 in Review

UBS reduced its PotlatchDeltic (PCH) stake by 40% in Q3 2014, selling an estimated $1.42M and leaving 50,886 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

UBS first reported a position in PCH in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.51M in Q2 2014. 204 funds tracked by Wall St. Rank hold PCH as of Q3 2014.

  • UBS held 50,886 shares of PotlatchDeltic worth $2.05M as of Q3 2014.
  • UBS sold 33,987 PotlatchDeltic shares in Q3 2014, an estimated $1.42M.
  • PotlatchDeltic made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2894 holding.
  • UBS first reported a position in PotlatchDeltic in Q2 2013 and has held it in 6 quarters since.
  • UBS's PotlatchDeltic position peaked at $3.51M in Q2 2014.
  • 204 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2014.

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