U
FWV

UBS’s FIRST WEST VIRGINIA BANCRP INC FWV Stock Holding History

UBS’s Portfolio FWV Stock Details FWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$20K Sell
1,075
-30
-3% -$613 ﹤0.01% 8047
2014
Q2 		$22K Sell
1,105
-265
-19% -$4.94K ﹤0.01% 7991
2014
Q1 		$27K Sell
1,370
-389
-22% -$6.74K ﹤0.01% 7722
2013
Q4 		$28K Buy
1,759
+897
+104% +$14.7K ﹤0.01% 7744
2013
Q3 		$14K Sell
862
-71
-8% -$1.18K ﹤0.01% 8513
2013
Q2 		$16K Buy
+933
New +$15.5K ﹤0.01% 8172

Other funds holding FWV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return

UBS's FWV Position: Q3 2014 in Review

UBS reduced its FIRST WEST VIRGINIA BANCRP INC (FWV) stake by 2.7% in Q3 2014, selling an estimated $613 and leaving 1,075 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #8047.

UBS first reported a position in FWV in Q2 2013 and has held it in 6 quarters since. The position peaked at $28K in Q4 2013. 8 funds tracked by Wall St. Rank hold FWV as of Q3 2014.

  • UBS held 1,075 shares of FIRST WEST VIRGINIA BANCRP INC worth $20K as of Q3 2014.
  • UBS sold 30 FIRST WEST VIRGINIA BANCRP INC shares in Q3 2014, an estimated $613.
  • FIRST WEST VIRGINIA BANCRP INC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8047 holding.
  • UBS first reported a position in FIRST WEST VIRGINIA BANCRP INC in Q2 2013 and has held it in 6 quarters since.
  • UBS's FIRST WEST VIRGINIA BANCRP INC position peaked at $28K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held FIRST WEST VIRGINIA BANCRP INC as of Q3 2014.

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