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UBS’s Regional Management Corp RM Stock Holding History

UBS’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$10K Buy
555
+55
+11% +$921 ﹤0.01% 8842
2014
Q2 		$8K Hold
500
– – ﹤0.01% 9110
2014
Q1 		$12K Buy
500
+366
+273% +$11.5K ﹤0.01% 8700
2013
Q4 		$5K Sell
134
-825
-86% -$26.9K ﹤0.01% 9575
2013
Q3 		$30K Buy
+959
New +$27.2K ﹤0.01% 7544

Other funds holding RM

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

UBS's RM Position: Q3 2014 in Review

UBS increased its Regional Management Corp (RM) stake by 11% in Q3 2014, buying an estimated $921 and bringing the position to 555 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #8842.

UBS first reported a position in RM in Q3 2013 and has held it in 5 quarters since. The position peaked at $30K in Q3 2013. 75 funds tracked by Wall St. Rank hold RM as of Q3 2014.

  • UBS held 555 shares of Regional Management Corp worth $10K as of Q3 2014.
  • UBS bought 55 Regional Management Corp shares in Q3 2014, an estimated $921.
  • Regional Management Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8842 holding.
  • UBS first reported a position in Regional Management Corp in Q3 2013 and has held it in 5 quarters since.
  • UBS's Regional Management Corp position peaked at $30K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2014.

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