U
PKX icon

UBS’s POSCO PKX Stock Holding History

UBS’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$30.8M Buy
406,137
+192,643
+90% +$15.4M 0.02% 718
2014
Q2 		$15.9M Buy
213,494
+16,644
+8% +$1.21M 0.01% 1022
2014
Q1 		$13.7M Buy
196,850
+22,662
+13% +$1.56M 0.01% 1030
2013
Q4 		$13.6M Buy
174,188
+6,449
+4% +$491K 0.01% 1052
2013
Q3 		$12.4M Buy
167,739
+5,111
+3% +$372K 0.01% 973
2013
Q2 		$10.6M Buy
+162,628
New +$11.5M 0.01% 1001

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS's PKX Position: Q3 2014 in Review

UBS increased its POSCO (PKX) stake by 90% in Q3 2014, buying an estimated $15.4M and bringing the position to 406,137 shares worth $30.8M. The position accounts for 0.02% of the portfolio, ranked #718.

UBS first reported a position in PKX in Q2 2013 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold PKX as of Q3 2014.

  • UBS held 406,137 shares of POSCO worth $30.8M as of Q3 2014.
  • UBS bought 192,643 POSCO shares in Q3 2014, an estimated $15.4M.
  • POSCO made up 0.02% of UBS's portfolio in Q3 2014, its #718 holding.
  • UBS first reported a position in POSCO in Q2 2013 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held POSCO as of Q3 2014.

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