U
RBPAA

UBS’s Royal Bancshares Of Pennsylvania Inc RBPAA Stock Holding History

UBS’s Portfolio RBPAA Stock Details RBPAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Buy
8,292
+4,292
+107% +$7.58K ﹤0.01% 8481
2014
Q2 		$7K Sell
4,000
-409
-9% -$1.01K ﹤0.01% 9286
2014
Q1 		$14K Sell
4,409
-3,164
-42% -$6.71K ﹤0.01% 8558
2013
Q4 		$11K Sell
7,573
-8,227
-52% -$12.1K ﹤0.01% 8923
2013
Q3 		$21K Buy
+15,800
New +$24.5K ﹤0.01% 8024

Other funds holding RBPAA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS's RBPAA Position: Q3 2014 in Review

UBS increased its Royal Bancshares Of Pennsylvania Inc (RBPAA) stake by 107% in Q3 2014, buying an estimated $7.58K and bringing the position to 8,292 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #8481.

UBS first reported a position in RBPAA in Q3 2013 and has held it in 5 quarters since. The position peaked at $21K in Q3 2013. 29 funds tracked by Wall St. Rank hold RBPAA as of Q3 2014.

  • UBS held 8,292 shares of Royal Bancshares Of Pennsylvania Inc worth $14K as of Q3 2014.
  • UBS bought 4,292 Royal Bancshares Of Pennsylvania Inc shares in Q3 2014, an estimated $7.58K.
  • Royal Bancshares Of Pennsylvania Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8481 holding.
  • UBS first reported a position in Royal Bancshares Of Pennsylvania Inc in Q3 2013 and has held it in 5 quarters since.
  • UBS's Royal Bancshares Of Pennsylvania Inc position peaked at $21K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held Royal Bancshares Of Pennsylvania Inc as of Q3 2014.

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