U
PFIN

UBS’s P&F Industries PFIN Stock Holding History

UBS’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Buy
+1,049
New +$8.27K ﹤0.01% 9003
2014
Q2 		– Sell
-12,501
Closed -$98K – 11427
2014
Q1 		$98K Buy
12,501
+1,965
+19% +$14.5K ﹤0.01% 6006
2013
Q4 		$74K Sell
10,536
-78
-0.7% -$559 ﹤0.01% 6449
2013
Q3 		$82K Buy
10,614
+10,107
+1,993% +$80.3K ﹤0.01% 6264
2013
Q2 		$4K Buy
+507
New +$4.14K ﹤0.01% 9551

Other funds holding PFIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS's PFIN Position: Q3 2014 in Review

UBS opened a new position in P&F Industries (PFIN) in Q3 2014: 1,049 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #9003 among its holdings. This is a return to the name: UBS previously reported a position in PFIN as recently as Q1 2014.

UBS first reported a position in PFIN in Q2 2013 and has held it in 5 quarters since. The position peaked at $98K in Q1 2014. 11 funds tracked by Wall St. Rank hold PFIN as of Q3 2014.

  • UBS held 1,049 shares of P&F Industries worth $9K as of Q3 2014.
  • P&F Industries was a new UBS position in Q3 2014.
  • P&F Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9003 holding.
  • UBS first reported a position in P&F Industries in Q2 2013 and has held it in 5 quarters since.
  • UBS's P&F Industries position peaked at $98K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held P&F Industries as of Q3 2014.

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