U
SGB

UBS’s Southwest Georgia Financial Corporation SGB Stock Holding History

UBS’s Portfolio SGB Stock Details SGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Buy
1,033
+727
+238% +$10.3K ﹤0.01% 8499
2014
Q2 		$4K Buy
+306
New +$4.29K ﹤0.01% 9779

Other funds holding SGB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's SGB Position: Q3 2014 in Review

UBS increased its Southwest Georgia Financial Corporation (SGB) stake by 238% in Q3 2014, buying an estimated $10.3K and bringing the position to 1,033 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #8499.

UBS first reported a position in SGB in Q2 2014 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SGB as of Q3 2014.

  • UBS held 1,033 shares of Southwest Georgia Financial Corporation worth $14K as of Q3 2014.
  • UBS bought 727 Southwest Georgia Financial Corporation shares in Q3 2014, an estimated $10.3K.
  • Southwest Georgia Financial Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8499 holding.
  • UBS first reported a position in Southwest Georgia Financial Corporation in Q2 2014 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q3 2014.

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