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UBS’s SB Financial Group SBFG Stock Holding History

UBS’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$25K Buy
2,941
+2,441
+488% +$20.2K ﹤0.01% 7716
2014
Q2 		$4K Sell
500
-86
-15% -$672 ﹤0.01% 9689
2014
Q1 		$5K Sell
586
-3,303
-85% -$26.6K ﹤0.01% 9547
2013
Q4 		$29K Buy
+3,889
New +$29.6K ﹤0.01% 7687

Other funds holding SBFG

J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's SBFG Position: Q3 2014 in Review

UBS increased its SB Financial Group (SBFG) stake by 488% in Q3 2014, buying an estimated $20.2K and bringing the position to 2,941 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #7716.

UBS first reported a position in SBFG in Q4 2013 and has held it in 4 quarters since. The position peaked at $29K in Q4 2013. 15 funds tracked by Wall St. Rank hold SBFG as of Q3 2014.

  • UBS held 2,941 shares of SB Financial Group worth $25K as of Q3 2014.
  • UBS bought 2,441 SB Financial Group shares in Q3 2014, an estimated $20.2K.
  • SB Financial Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7716 holding.
  • UBS first reported a position in SB Financial Group in Q4 2013 and has held it in 4 quarters since.
  • UBS's SB Financial Group position peaked at $29K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2014.

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