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UBS’s Peoples Financial Services PFIS Stock Holding History

UBS’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$207K Buy
4,512
+1,584
+54% +$78.1K ﹤0.01% 5150
2014
Q2 		$150K Buy
+2,928
New +$141K ﹤0.01% 5482

Other funds holding PFIS

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

UBS's PFIS Position: Q3 2014 in Review

UBS increased its Peoples Financial Services (PFIS) stake by 54% in Q3 2014, buying an estimated $78.1K and bringing the position to 4,512 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #5150.

UBS first reported a position in PFIS in Q2 2014 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold PFIS as of Q3 2014.

  • UBS held 4,512 shares of Peoples Financial Services worth $207K as of Q3 2014.
  • UBS bought 1,584 Peoples Financial Services shares in Q3 2014, an estimated $78.1K.
  • Peoples Financial Services made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5150 holding.
  • UBS first reported a position in Peoples Financial Services in Q2 2014 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Peoples Financial Services as of Q3 2014.

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