U
UQM

UBS’s UQM Technologies, Inc. UQM Stock Holding History

UBS’s Portfolio UQM Stock Details UQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-600
Closed -$1K – 10985
2014
Q2 		$1K Sell
600
-5,600
-90% -$12.4K ﹤0.01% 10276
2014
Q1 		$16K Buy
6,200
+5,600
+933% +$11.9K ﹤0.01% 8410
2013
Q4 		$1K Buy
+600
New +$1.11K ﹤0.01% 10231

Other funds holding UQM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's UQM Position: Q3 2014 in Review

UBS reduced its UQM Technologies, Inc. (UQM) stake by 46% in Q3 2014, selling an estimated $8.62K and leaving 5,907 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #9093.

UBS first reported a position in UQM in Q3 2013 and has held it in 5 quarters since. The position peaked at $47K in Q3 2013. 40 funds tracked by Wall St. Rank hold UQM as of Q3 2014.

  • UBS held 5,907 shares of UQM Technologies, Inc. worth $8K as of Q3 2014.
  • UBS sold 5,095 UQM Technologies, Inc. shares in Q3 2014, an estimated $8.62K.
  • UQM Technologies, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9093 holding.
  • UBS first reported a position in UQM Technologies, Inc. in Q3 2013 and has held it in 5 quarters since.
  • UBS's UQM Technologies, Inc. position peaked at $47K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q3 2014.

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