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UBS’s RE/MAX Holdings RMAX Stock Holding History

UBS’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$3K – 10690
2014
Q2 		$3K Sell
100
-900
-90% -$25.5K ﹤0.01% 9848
2014
Q1 		$29K Buy
1,000
+700
+233% +$21.3K ﹤0.01% 7592
2013
Q4 		$10K Buy
+300
New +$8.85K ﹤0.01% 8987

Other funds holding RMAX

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's RMAX Position: Q3 2014 in Review

UBS reduced its RE/MAX Holdings (RMAX) stake by 64% in Q3 2014, selling an estimated $63.6K and leaving 1,219 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #7231.

UBS first reported a position in RMAX in Q4 2013 and has held it in 4 quarters since. The position peaked at $99K in Q2 2014. 75 funds tracked by Wall St. Rank hold RMAX as of Q3 2014.

  • UBS held 1,219 shares of RE/MAX Holdings worth $36K as of Q3 2014.
  • UBS sold 2,136 RE/MAX Holdings shares in Q3 2014, an estimated $63.6K.
  • RE/MAX Holdings made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7231 holding.
  • UBS first reported a position in RE/MAX Holdings in Q4 2013 and has held it in 4 quarters since.
  • UBS's RE/MAX Holdings position peaked at $99K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q3 2014.

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