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UBS’s RH RH Stock Holding History

UBS’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$167K Buy
2,100
+500
+31% +$41.8K ﹤0.01% 5385
2014
Q2 		$149K Sell
1,600
-69,200
-98% -$4.84M ﹤0.01% 5494
2014
Q1 		$5.21M Buy
+70,800
New +$4.42M ﹤0.01% 1827
2013
Q4 		– Sell
-300
Closed -$19K – 10700
2013
Q3 		$19K Buy
+300
New +$20.7K ﹤0.01% 8134

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

UBS's RH Position: Q3 2014 in Review

UBS increased its RH (RH) stake by 325% in Q3 2014, buying an estimated $4.48M and bringing the position to 70,161 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

UBS first reported a position in RH in Q2 2013 and has held it in 6 quarters since. The position peaked at $13.5M in Q1 2014. 219 funds tracked by Wall St. Rank hold RH as of Q3 2014.

  • UBS held 70,161 shares of RH worth $5.58M as of Q3 2014.
  • UBS bought 53,636 RH shares in Q3 2014, an estimated $4.48M.
  • RH made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1915 holding.
  • UBS first reported a position in RH in Q2 2013 and has held it in 6 quarters since.
  • UBS's RH position peaked at $13.5M in Q1 2014.
  • 219 funds tracked by Wall St. Rank held RH as of Q3 2014.

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