U
UNAM

UBS’s Unico American Corp UNAM Stock Holding History

UBS’s Portfolio UNAM Stock Details UNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$8K Sell
665
-1,245
-65% -$15.4K ﹤0.01% 9073
2014
Q2 		$24K Buy
+1,910
New +$24.4K ﹤0.01% 7862
2014
Q1 		– Sell
-675
Closed -$9K – 10937
2013
Q4 		$9K Buy
+675
New +$8.4K ﹤0.01% 9115
2013
Q3 		– Sell
-927
Closed -$12K – 10796
2013
Q2 		$12K Buy
+927
New +$12.4K ﹤0.01% 8461

Other funds holding UNAM

OI
OBH Inc San Antonio, Texas $6.09M AUM 12.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's UNAM Position: Q3 2014 in Review

UBS reduced its Unico American Corp (UNAM) stake by 65% in Q3 2014, selling an estimated $15.4K and leaving 665 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #9073.

UBS first reported a position in UNAM in Q2 2013 and has held it in 4 quarters since. The position peaked at $24K in Q2 2014. 14 funds tracked by Wall St. Rank hold UNAM as of Q3 2014.

  • UBS held 665 shares of Unico American Corp worth $8K as of Q3 2014.
  • UBS sold 1,245 Unico American Corp shares in Q3 2014, an estimated $15.4K.
  • Unico American Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9073 holding.
  • UBS first reported a position in Unico American Corp in Q2 2013 and has held it in 4 quarters since.
  • UBS's Unico American Corp position peaked at $24K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Unico American Corp as of Q3 2014.

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