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UBS Ag
UBS Ag. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 10 Institutional holders with a total value of $22,784,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 11,008 228,000 1.00%
2 Curi Capital, LLC 15,268 317,000 1.39%
3 RONALD BLUE & CO LLC 15,934 330,000 1.45%
4 Convergence Investment Partners, LLC 17,961 372,000 1.63%
5 LOEB PARTNERS CORP 35,000 725,000 3.18%
6 Banyan Partners, LLC 40,293 835,000 3.66%
7 NorthCoast Asset Management LLC 159,299 3,301,000 14.49%
8 World Asset Management Inc 215,938 4,474,000 19.64%
9 DREMAN VALUE MANAGEMENT, L L C 287,607 5,959,000 26.15%
10 FORBES J M & CO LLP 301,319 6,243,000 27.40%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.