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UBS’s SIFCO Industries SIF Stock Holding History

UBS’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$241K Buy
8,004
+1,479
+23% +$42.7K ﹤0.01% 4993
2014
Q2 		$204K Sell
6,525
-559
-8% -$18.6K ﹤0.01% 5130
2014
Q1 		$217K Buy
7,084
+6,368
+889% +$186K ﹤0.01% 5100
2013
Q4 		$20K Buy
+716
New +$16.4K ﹤0.01% 8158
2013
Q3 		– Sell
-797
Closed -$13K – 10678
2013
Q2 		$13K Buy
+797
New +$13.1K ﹤0.01% 8355

Other funds holding SIF

TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS's SIF Position: Q3 2014 in Review

UBS increased its SIFCO Industries (SIF) stake by 23% in Q3 2014, buying an estimated $42.7K and bringing the position to 8,004 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #4993.

UBS first reported a position in SIF in Q2 2013 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold SIF as of Q3 2014.

  • UBS held 8,004 shares of SIFCO Industries worth $241K as of Q3 2014.
  • UBS bought 1,479 SIFCO Industries shares in Q3 2014, an estimated $42.7K.
  • SIFCO Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4993 holding.
  • UBS first reported a position in SIFCO Industries in Q2 2013 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held SIFCO Industries as of Q3 2014.

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