UBS’s Stewardship Financial Corp SSFN Stock Holding History

UBS’s Portfolio SSFN Stock Details SSFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$24K	Buy	5,397 +3,600	+200%	+$16.3K	﹤0.01%	7782
2014 Q2	$8K	Buy	1,797 +179	+11%	+$841	﹤0.01%	9138
2014 Q1	$8K	Buy	1,618 +572	+55%	+$2.8K	﹤0.01%	9165
2013 Q4	$5K	Buy	1,046 +265	+34%	+$1.29K	﹤0.01%	9606
2013 Q3	$4K	Buy	+781	New	+$4.05K	﹤0.01%	9626

Other funds holding SSFN

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's SSFN Position: Q3 2014 in Review

UBS increased its Stewardship Financial Corp (SSFN) stake by 200% in Q3 2014, buying an estimated $16.3K and bringing the position to 5,397 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #7782.

UBS first reported a position in SSFN in Q3 2013 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold SSFN as of Q3 2014.

UBS held 5,397 shares of Stewardship Financial Corp worth $24K as of Q3 2014.
UBS bought 3,600 Stewardship Financial Corp shares in Q3 2014, an estimated $16.3K.
Stewardship Financial Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7782 holding.
UBS first reported a position in Stewardship Financial Corp in Q3 2013 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Stewardship Financial Corp as of Q3 2014.

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