U
SSI

UBS’s Stage Stores Inc SSI Stock Holding History

UBS’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4K Sell
259
-43
-14% -$770 ﹤0.01% 9683
2014
Q2 		$6K Sell
302
-866
-74% -$17.3K ﹤0.01% 9403
2014
Q1 		$29K Buy
+1,168
New +$24.8K ﹤0.01% 7606
2013
Q3 		– Sell
-2,215
Closed -$52K – 10856
2013
Q2 		$52K Buy
+2,215
New +$56.5K ﹤0.01% 6685

Other funds holding SSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's SSI Position: Q3 2014 in Review

UBS reduced its Stage Stores Inc (SSI) stake by 14% in Q3 2014, selling an estimated $770 and leaving 259 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #9683.

UBS first reported a position in SSI in Q2 2013 and has held it in 4 quarters since. The position peaked at $52K in Q2 2013. 127 funds tracked by Wall St. Rank hold SSI as of Q3 2014.

  • UBS held 259 shares of Stage Stores Inc worth $4K as of Q3 2014.
  • UBS sold 43 Stage Stores Inc shares in Q3 2014, an estimated $770.
  • Stage Stores Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9683 holding.
  • UBS first reported a position in Stage Stores Inc in Q2 2013 and has held it in 4 quarters since.
  • UBS's Stage Stores Inc position peaked at $52K in Q2 2013.
  • 127 funds tracked by Wall St. Rank held Stage Stores Inc as of Q3 2014.

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