UBS Group
WPT

UBS Group’s World Point Terminals, LP WPT Stock Holding History

UBS Group’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-236
Closed -$4K – 8194
2016
Q2 		$4K Sell
236
-5
-2% -$75 ﹤0.01% 7274
2016
Q1 		$4K Sell
241
-2,124
-90% -$28.9K ﹤0.01% 7140
2015
Q4 		$32K Buy
2,365
+2,080
+730% +$27.5K ﹤0.01% 6285
2015
Q3 		$4K Sell
285
-2
-0.7% -$30 ﹤0.01% 7880
2015
Q2 		$5K Sell
287
-2,165
-88% -$37.9K ﹤0.01% 7913
2015
Q1 		$40K Buy
2,452
+2,176
+788% +$43.2K ﹤0.01% 6269
2014
Q4 		$6K Buy
+276
New +$5.3K ﹤0.01% 8899

Other funds holding WPT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's WPT Position: Q3 2016 in Review

UBS Group sold out of World Point Terminals, LP (WPT) in Q3 2016, closing a stake of 236 shares — an estimated $4K sold.

UBS Group first reported a position in WPT in Q4 2014 and held it in 7 quarters. The position peaked at $40K in Q1 2015. 27 funds tracked by Wall St. Rank hold WPT as of Q3 2016.

  • UBS Group reported no remaining World Point Terminals, LP position as of Q3 2016 after selling out during the quarter.
  • UBS Group sold 236 World Point Terminals, LP shares in Q3 2016, an estimated $4K.
  • UBS Group first reported a position in World Point Terminals, LP in Q4 2014 and held it in 7 quarters.
  • UBS Group's World Point Terminals, LP position peaked at $40K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q3 2016.

Based on UBS Group's 13F filing for Q3 2016, filed 14 Nov 2016.