U
SMS

UBS’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

UBS’s Portfolio SMS Stock Details SMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,200
Closed -$28K – 11361
2013
Q3 		$28K Sell
3,200
-5,000
-61% -$41.9K ﹤0.01% 7655
2013
Q2 		$62K Buy
+8,200
New +$77.2K ﹤0.01% 6490

Other funds holding SMS

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

UBS's SMS Position: Q4 2013 in Review

UBS sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q4 2013, closing a stake of 3,200 shares — an estimated $28K sold.

UBS first reported a position in SMS in Q2 2013 and held it in 2 quarters. The position peaked at $62K in Q2 2013. 9 funds tracked by Wall St. Rank hold SMS as of Q4 2013.

  • UBS reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q4 2013 after selling out during the quarter.
  • UBS sold 3,200 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q4 2013, an estimated $28K.
  • UBS first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 2 quarters.
  • UBS's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $62K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) as of Q4 2013.

Based on UBS's 13F filing for Q4 2013, filed 14 Feb 2014.