U
UBFO

UBS’s United Security Bancshares UBFO Stock Holding History

UBS’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$39K Buy
7,690
+1,363
+22% +$7.05K ﹤0.01% 7144
2014
Q2 		$31K Sell
6,327
-2
-0% -$10 ﹤0.01% 7517
2014
Q1 		$31K Sell
6,329
-514
-8% -$2.34K ﹤0.01% 7498
2013
Q4 		$29K Sell
6,843
-3,829
-36% -$15.9K ﹤0.01% 7690
2013
Q3 		$39K Buy
10,672
+3,938
+58% +$14.4K ﹤0.01% 7179
2013
Q2 		$24K Buy
+6,734
New +$24.1K ﹤0.01% 7668

Other funds holding UBFO

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS's UBFO Position: Q3 2014 in Review

UBS increased its United Security Bancshares (UBFO) stake by 22% in Q3 2014, buying an estimated $7.05K and bringing the position to 7,690 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #7144.

UBS first reported a position in UBFO in Q2 2013 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold UBFO as of Q3 2014.

  • UBS held 7,690 shares of United Security Bancshares worth $39K as of Q3 2014.
  • UBS bought 1,363 United Security Bancshares shares in Q3 2014, an estimated $7.05K.
  • United Security Bancshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7144 holding.
  • UBS first reported a position in United Security Bancshares in Q2 2013 and has held it in 6 quarters since.
  • 23 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2014.

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