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UBS’s Southern Missouri Bancorp SMBC Stock Holding History

UBS’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$46K Buy
2,570
+166
+7% +$2.93K ﹤0.01% 6947
2014
Q2 		$43K Buy
2,404
+838
+54% +$14.8K ﹤0.01% 7067
2014
Q1 		$27K Buy
1,566
+1,394
+810% +$23.6K ﹤0.01% 7692
2013
Q4 		$3K Buy
+172
New +$2.67K ﹤0.01% 9881

Other funds holding SMBC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

UBS's SMBC Position: Q3 2014 in Review

UBS increased its Southern Missouri Bancorp (SMBC) stake by 6.9% in Q3 2014, buying an estimated $2.93K and bringing the position to 2,570 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6947.

UBS first reported a position in SMBC in Q4 2013 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold SMBC as of Q3 2014.

  • UBS held 2,570 shares of Southern Missouri Bancorp worth $46K as of Q3 2014.
  • UBS bought 166 Southern Missouri Bancorp shares in Q3 2014, an estimated $2.93K.
  • Southern Missouri Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6947 holding.
  • UBS first reported a position in Southern Missouri Bancorp in Q4 2013 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2014.

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