U
PPSI

UBS’s Pioneer Power Solutions PPSI Stock Holding History

UBS’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,478
Closed -$29K – 10661
2014
Q2 		$29K Buy
3,478
+2,037
+141% +$17.9K ﹤0.01% 7597
2014
Q1 		$13K Buy
+1,441
New +$14K ﹤0.01% 8612

Other funds holding PPSI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's PPSI Position: Q3 2014 in Review

UBS sold out of Pioneer Power Solutions (PPSI) in Q3 2014, closing a stake of 3,478 shares — an estimated $29K sold.

UBS first reported a position in PPSI in Q1 2014 and held it in 2 quarters. The position peaked at $29K in Q2 2014. 13 funds tracked by Wall St. Rank hold PPSI as of Q3 2014.

  • UBS reported no remaining Pioneer Power Solutions position as of Q3 2014 after selling out during the quarter.
  • UBS sold 3,478 Pioneer Power Solutions shares in Q3 2014, an estimated $29K.
  • UBS first reported a position in Pioneer Power Solutions in Q1 2014 and held it in 2 quarters.
  • UBS's Pioneer Power Solutions position peaked at $29K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q3 2014.

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