U
STAA icon

UBS’s STAAR Surgical STAA Stock Holding History

UBS’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$18K Buy
1,700
+200
+13% +$2.38K ﹤0.01% 8142
2014
Q2 		$25K Buy
1,500
+1,000
+200% +$16.5K ﹤0.01% 7802
2014
Q1 		$9K Buy
500
+300
+150% +$4.83K ﹤0.01% 9031
2013
Q4 		$3K Sell
200
-2,300
-92% -$30.8K ﹤0.01% 9883
2013
Q3 		$34K Hold
2,500
– – ﹤0.01% 7369
2013
Q2 		$25K Buy
+2,500
New +$20.2K ﹤0.01% 7616

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

UBS's STAA Position: Q3 2014 in Review

UBS reduced its STAAR Surgical (STAA) stake by 60% in Q3 2014, selling an estimated $22.6K and leaving 1,245 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8544.

UBS first reported a position in STAA in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.03M in Q1 2014. 85 funds tracked by Wall St. Rank hold STAA as of Q3 2014.

  • UBS held 1,245 shares of STAAR Surgical worth $13K as of Q3 2014.
  • UBS sold 1,900 STAAR Surgical shares in Q3 2014, an estimated $22.6K.
  • STAAR Surgical made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8544 holding.
  • UBS first reported a position in STAAR Surgical in Q2 2013 and has held it in 6 quarters since.
  • UBS's STAAR Surgical position peaked at $2.03M in Q1 2014.
  • 85 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2014.

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