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UBS’s Perma-Fix Environmental Services PESI Stock Holding History

UBS’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$24K Buy
6,404
+6,356
+13,242% +$26.9K ﹤0.01% 7763
2014
Q2 		$0 Sell
48
-821
-94% -$3.52K ﹤0.01% 10709
2014
Q1 		$4K Sell
869
-1,244
-59% -$4.43K ﹤0.01% 9695
2013
Q4 		$7K Buy
2,113
+1,013
+92% +$3.51K ﹤0.01% 9327
2013
Q3 		$4K Sell
1,100
-1,521
-58% -$3.85K ﹤0.01% 9587
2013
Q2 		$5K Buy
+2,621
New +$9.2K ﹤0.01% 9254

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GMCM
Gruber & McBaine Capital Management San Francisco, California $369M AUM 12.23% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's PESI Position: Q3 2014 in Review

UBS increased its Perma-Fix Environmental Services (PESI) stake by 13,242% in Q3 2014, buying an estimated $26.9K and bringing the position to 6,404 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #7763.

UBS first reported a position in PESI in Q2 2013 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold PESI as of Q3 2014.

  • UBS held 6,404 shares of Perma-Fix Environmental Services worth $24K as of Q3 2014.
  • UBS bought 6,356 Perma-Fix Environmental Services shares in Q3 2014, an estimated $26.9K.
  • Perma-Fix Environmental Services made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7763 holding.
  • UBS first reported a position in Perma-Fix Environmental Services in Q2 2013 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2014.

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