U
SFBC

UBS’s Sound Financial Bancorp SFBC Stock Holding History

UBS’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Sell
383
-1,493
-80% -$26.8K ﹤0.01% 9178
2014
Q2 		$33K Buy
1,876
+360
+24% +$6.2K ﹤0.01% 7425
2014
Q1 		$26K Buy
1,516
+1,028
+211% +$17.5K ﹤0.01% 7750
2013
Q4 		$8K Sell
488
-917
-65% -$15K ﹤0.01% 9198
2013
Q3 		$21K Buy
1,405
+849
+153% +$12.5K ﹤0.01% 8005
2013
Q2 		$8K Buy
+556
New +$7.24K ﹤0.01% 8865

Other funds holding SFBC

SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS's SFBC Position: Q3 2014 in Review

UBS reduced its Sound Financial Bancorp (SFBC) stake by 80% in Q3 2014, selling an estimated $26.8K and leaving 383 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #9178.

UBS first reported a position in SFBC in Q2 2013 and has held it in 6 quarters since. The position peaked at $33K in Q2 2014. 14 funds tracked by Wall St. Rank hold SFBC as of Q3 2014.

  • UBS held 383 shares of Sound Financial Bancorp worth $7K as of Q3 2014.
  • UBS sold 1,493 Sound Financial Bancorp shares in Q3 2014, an estimated $26.8K.
  • Sound Financial Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9178 holding.
  • UBS first reported a position in Sound Financial Bancorp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Sound Financial Bancorp position peaked at $33K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2014.

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