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UBS’s United-Guardian UG Stock Holding History

UBS’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$100K Buy
4,466
+2,046
+85% +$51.3K ﹤0.01% 5997
2014
Q2 		$70K Buy
2,420
+882
+57% +$27K ﹤0.01% 6411
2014
Q1 		$45K Hold
1,538
– – ﹤0.01% 6999
2013
Q4 		$43K Buy
1,538
+331
+27% +$8.55K ﹤0.01% 7157
2013
Q3 		$30K Buy
1,207
+532
+79% +$14K ﹤0.01% 7547
2013
Q2 		$16K Buy
+675
New +$16.1K ﹤0.01% 8148

Other funds holding UG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's UG Position: Q3 2014 in Review

UBS increased its United-Guardian (UG) stake by 85% in Q3 2014, buying an estimated $51.3K and bringing the position to 4,466 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #5997.

UBS first reported a position in UG in Q2 2013 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold UG as of Q3 2014.

  • UBS held 4,466 shares of United-Guardian worth $100K as of Q3 2014.
  • UBS bought 2,046 United-Guardian shares in Q3 2014, an estimated $51.3K.
  • United-Guardian made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5997 holding.
  • UBS first reported a position in United-Guardian in Q2 2013 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2014.

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