U
POWI icon

UBS’s Power Integrations POWI Stock Holding History

UBS’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$54K Sell
2,000
-11,600
-85% -$327K ﹤0.01% 6729
2014
Q2 		$391K Buy
13,600
+6,000
+79% +$168K ﹤0.01% 4462
2014
Q1 		$250K Buy
+7,600
New +$230K ﹤0.01% 4963
2013
Q4 		– Sell
-5,000
Closed -$135K – 10676
2013
Q3 		$135K Hold
5,000
– – ﹤0.01% 5673
2013
Q2 		$101K Buy
+5,000
New +$104K ﹤0.01% 5896

Other funds holding POWI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS's POWI Position: Q3 2014 in Review

UBS reduced its Power Integrations (POWI) stake by 3.1% in Q3 2014, selling an estimated $31.8K and leaving 35,724 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

UBS first reported a position in POWI in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2014. 189 funds tracked by Wall St. Rank hold POWI as of Q3 2014.

  • UBS held 35,724 shares of Power Integrations worth $963K as of Q3 2014.
  • UBS sold 1,128 Power Integrations shares in Q3 2014, an estimated $31.8K.
  • Power Integrations made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3631 holding.
  • UBS first reported a position in Power Integrations in Q2 2013 and has held it in 6 quarters since.
  • UBS's Power Integrations position peaked at $1.06M in Q2 2014.
  • 189 funds tracked by Wall St. Rank held Power Integrations as of Q3 2014.

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