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UBS’s Standex International SXI Stock Holding History

UBS’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$28K Sell
379
-880
-70% -$63.7K ﹤0.01% 7562
2014
Q2 		$94K Buy
1,259
+330
+36% +$22.6K ﹤0.01% 6014
2014
Q1 		$50K Buy
929
+243
+35% +$13.9K ﹤0.01% 6831
2013
Q4 		$43K Sell
686
-3,250
-83% -$197K ﹤0.01% 7156
2013
Q3 		$234K Buy
3,936
+1,729
+78% +$99.7K ﹤0.01% 4992
2013
Q2 		$116K Buy
+2,207
New +$116K ﹤0.01% 5722

Other funds holding SXI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS's SXI Position: Q3 2014 in Review

UBS reduced its Standex International (SXI) stake by 70% in Q3 2014, selling an estimated $63.7K and leaving 379 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #7562.

UBS first reported a position in SXI in Q2 2013 and has held it in 6 quarters since. The position peaked at $234K in Q3 2013. 158 funds tracked by Wall St. Rank hold SXI as of Q3 2014.

  • UBS held 379 shares of Standex International worth $28K as of Q3 2014.
  • UBS sold 880 Standex International shares in Q3 2014, an estimated $63.7K.
  • Standex International made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7562 holding.
  • UBS first reported a position in Standex International in Q2 2013 and has held it in 6 quarters since.
  • UBS's Standex International position peaked at $234K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Standex International as of Q3 2014.

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