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UBS’s TFS Financial TFSL Stock Holding History

UBS’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$1K – 10814
2014
Q1 		$1K Buy
+100
New +$1.19K ﹤0.01% 10230

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BPM
Bronson Point Management Fairfield, Connecticut $8.26M AUM 46.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

UBS's TFSL Position: Q3 2014 in Review

UBS reduced its TFS Financial (TFSL) stake by 58% in Q3 2014, selling an estimated $498K and leaving 25,560 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

UBS first reported a position in TFSL in Q2 2013 and has held it in 6 quarters since. The position peaked at $872K in Q2 2014. 113 funds tracked by Wall St. Rank hold TFSL as of Q3 2014.

  • UBS held 25,560 shares of TFS Financial worth $366K as of Q3 2014.
  • UBS sold 35,594 TFS Financial shares in Q3 2014, an estimated $498K.
  • TFS Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4579 holding.
  • UBS first reported a position in TFS Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's TFS Financial position peaked at $872K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held TFS Financial as of Q3 2014.

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