U
USMD

UBS’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

UBS’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$13K Buy
1,447
+13
+0.9% +$125 ﹤0.01% 8581
2014
Q2 		$17K Buy
1,434
+540
+60% +$6.61K ﹤0.01% 8312
2014
Q1 		$11K Buy
894
+503
+129% +$8.12K ﹤0.01% 8845
2013
Q4 		$8K Buy
391
+264
+208% +$6.5K ﹤0.01% 9249
2013
Q3 		$3K Sell
127
-550
-81% -$15.2K ﹤0.01% 9846
2013
Q2 		$20K Buy
+677
New +$11.5K ﹤0.01% 7922

Other funds holding USMD

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS's USMD Position: Q3 2014 in Review

UBS increased its USMD HLDGS INC COM STK (DE) (USMD) stake by 0.91% in Q3 2014, buying an estimated $125 and bringing the position to 1,447 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8581.

UBS first reported a position in USMD in Q2 2013 and has held it in 6 quarters since. The position peaked at $20K in Q2 2013. 12 funds tracked by Wall St. Rank hold USMD as of Q3 2014.

  • UBS held 1,447 shares of USMD HLDGS INC COM STK (DE) worth $13K as of Q3 2014.
  • UBS bought 13 USMD HLDGS INC COM STK (DE) shares in Q3 2014, an estimated $125.
  • USMD HLDGS INC COM STK (DE) made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8581 holding.
  • UBS first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2013 and has held it in 6 quarters since.
  • UBS's USMD HLDGS INC COM STK (DE) position peaked at $20K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2014.

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