U
PLMT

UBS’s PALMETTO BANCSHARES, INC. (SC) COMMON STOCK PLMT Stock Holding History

UBS’s Portfolio PLMT Stock Details PLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$15K Buy
1,075
+735
+216% +$10.1K ﹤0.01% 8414
2014
Q2 		$5K Buy
+340
New +$4.69K ﹤0.01% 9590
2014
Q1 		– Sell
-431
Closed -$6K – 11254
2013
Q4 		$6K Buy
431
+144
+50% +$1.87K ﹤0.01% 9498
2013
Q3 		$4K Sell
287
-377
-57% -$4.89K ﹤0.01% 9667
2013
Q2 		$9K Buy
+664
New +$9.06K ﹤0.01% 8784

Other funds holding PLMT

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's PLMT Position: Q3 2014 in Review

UBS increased its PALMETTO BANCSHARES, INC. (SC) COMMON STOCK (PLMT) stake by 216% in Q3 2014, buying an estimated $10.1K and bringing the position to 1,075 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #8414.

UBS first reported a position in PLMT in Q2 2013 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold PLMT as of Q3 2014.

  • UBS held 1,075 shares of PALMETTO BANCSHARES, INC. (SC) COMMON STOCK worth $15K as of Q3 2014.
  • UBS bought 735 PALMETTO BANCSHARES, INC. (SC) COMMON STOCK shares in Q3 2014, an estimated $10.1K.
  • PALMETTO BANCSHARES, INC. (SC) COMMON STOCK made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8414 holding.
  • UBS first reported a position in PALMETTO BANCSHARES, INC. (SC) COMMON STOCK in Q2 2013 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held PALMETTO BANCSHARES, INC. (SC) COMMON STOCK as of Q3 2014.

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