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UBS’s UFP Technologies UFPT Stock Holding History

UBS’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$11K Sell
500
-708
-59% -$16.8K ﹤0.01% 8743
2014
Q2 		$29K Buy
1,208
+708
+142% +$17.7K ﹤0.01% 7604
2014
Q1 		$12K Hold
500
– – ﹤0.01% 8708
2013
Q4 		$13K Hold
500
– – ﹤0.01% 8712
2013
Q3 		$11K Hold
500
– – ﹤0.01% 8734
2013
Q2 		$10K Buy
+500
New +$9.64K ﹤0.01% 8644

Other funds holding UFPT

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's UFPT Position: Q3 2014 in Review

UBS reduced its UFP Technologies (UFPT) stake by 59% in Q3 2014, selling an estimated $16.8K and leaving 500 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #8743.

UBS first reported a position in UFPT in Q2 2013 and has held it in 6 quarters since. The position peaked at $29K in Q2 2014. 65 funds tracked by Wall St. Rank hold UFPT as of Q3 2014.

  • UBS held 500 shares of UFP Technologies worth $11K as of Q3 2014.
  • UBS sold 708 UFP Technologies shares in Q3 2014, an estimated $16.8K.
  • UFP Technologies made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8743 holding.
  • UBS first reported a position in UFP Technologies in Q2 2013 and has held it in 6 quarters since.
  • UBS's UFP Technologies position peaked at $29K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2014.

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