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 Q1	–	Sell	-500	Closed	-$39K	–	10697
2013 Q4	$39K	Hold	500	–	–	﹤0.01%	7293
2013 Q3	$37K	Buy	500 +100	+25%	+$7.27K	﹤0.01%	7255
2013 Q2	$26K	Buy	+400	New	+$28.2K	﹤0.01%	7567

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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.