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UBS’s United States Lime & Minerals USLM Stock Holding History

UBS’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$25K Buy
2,130
+1,205
+130% +$14.4K ﹤0.01% 7720
2014
Q2 		$12K Buy
+925
New +$11.1K ﹤0.01% 8707
2014
Q1 		– Sell
-5,100
Closed -$62K – 10833
2013
Q4 		$62K Buy
5,100
+1,920
+60% +$22K ﹤0.01% 6687
2013
Q3 		$37K Buy
+3,180
New +$37.1K ﹤0.01% 7260

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's USLM Position: Q3 2014 in Review

UBS increased its United States Lime & Minerals (USLM) stake by 130% in Q3 2014, buying an estimated $14.4K and bringing the position to 2,130 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #7720.

UBS first reported a position in USLM in Q3 2013 and has held it in 4 quarters since. The position peaked at $62K in Q4 2013. 58 funds tracked by Wall St. Rank hold USLM as of Q3 2014.

  • UBS held 2,130 shares of United States Lime & Minerals worth $25K as of Q3 2014.
  • UBS bought 1,205 United States Lime & Minerals shares in Q3 2014, an estimated $14.4K.
  • United States Lime & Minerals made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7720 holding.
  • UBS first reported a position in United States Lime & Minerals in Q3 2013 and has held it in 4 quarters since.
  • UBS's United States Lime & Minerals position peaked at $62K in Q4 2013.
  • 58 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2014.

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