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UBS’s Transcontinental Realty Investors TCI Stock Holding History

UBS’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Sell
905
-1,351
-60% -$16.8K ﹤0.01% 8942
2014
Q2 		$32K Buy
2,256
+359
+19% +$5.01K ﹤0.01% 7465
2014
Q1 		$27K Buy
1,897
+1,554
+453% +$20.9K ﹤0.01% 7695
2013
Q4 		$3K Buy
+343
New +$3K ﹤0.01% 9884

Other funds holding TCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS's TCI Position: Q3 2014 in Review

UBS reduced its Transcontinental Realty Investors (TCI) stake by 60% in Q3 2014, selling an estimated $16.8K and leaving 905 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #8942.

UBS first reported a position in TCI in Q4 2013 and has held it in 4 quarters since. The position peaked at $32K in Q2 2014. 13 funds tracked by Wall St. Rank hold TCI as of Q3 2014.

  • UBS held 905 shares of Transcontinental Realty Investors worth $9K as of Q3 2014.
  • UBS sold 1,351 Transcontinental Realty Investors shares in Q3 2014, an estimated $16.8K.
  • Transcontinental Realty Investors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8942 holding.
  • UBS first reported a position in Transcontinental Realty Investors in Q4 2013 and has held it in 4 quarters since.
  • UBS's Transcontinental Realty Investors position peaked at $32K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2014.

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