U
SOCB

UBS’s SOUTHCOAST FINANCIAL CORP SOCB Stock Holding History

UBS’s Portfolio SOCB Stock Details SOCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,881
Closed -$11K – 11521
2013
Q4 		$11K Buy
+1,881
New +$10.9K ﹤0.01% 8948
2013
Q3 		– Sell
-2,280
Closed -$12K – 11345
2013
Q2 		$12K Buy
+2,280
New +$11K ﹤0.01% 8505

Other funds holding SOCB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS's SOCB Position: Q1 2014 in Review

UBS sold out of SOUTHCOAST FINANCIAL CORP (SOCB) in Q1 2014, closing a stake of 1,881 shares — an estimated $11K sold.

UBS first reported a position in SOCB in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 19 funds tracked by Wall St. Rank hold SOCB as of Q1 2014.

  • UBS reported no remaining SOUTHCOAST FINANCIAL CORP position as of Q1 2014 after selling out during the quarter.
  • UBS sold 1,881 SOUTHCOAST FINANCIAL CORP shares in Q1 2014, an estimated $11K.
  • UBS first reported a position in SOUTHCOAST FINANCIAL CORP in Q2 2013 and held it in 2 quarters.
  • UBS's SOUTHCOAST FINANCIAL CORP position peaked at $12K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held SOUTHCOAST FINANCIAL CORP as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.