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UBS’s Guidewire Software GWRE Stock Holding History

UBS’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$35K Buy
800
+400
+100% +$16.9K ﹤0.01% 7265
2014
Q2 		$16K Buy
+400
New +$15.9K ﹤0.01% 8349
2014
Q1 		– Sell
-300
Closed -$15K – 10567
2013
Q4 		$15K Buy
+300
New +$14.2K ﹤0.01% 8504

Other funds holding GWRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

UBS's GWRE Position: Q3 2014 in Review

UBS increased its Guidewire Software (GWRE) stake by 39% in Q3 2014, buying an estimated $229K and bringing the position to 19,140 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

UBS first reported a position in GWRE in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.12M in Q1 2014. 158 funds tracked by Wall St. Rank hold GWRE as of Q3 2014.

  • UBS held 19,140 shares of Guidewire Software worth $849K as of Q3 2014.
  • UBS bought 5,419 Guidewire Software shares in Q3 2014, an estimated $229K.
  • Guidewire Software made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3755 holding.
  • UBS first reported a position in Guidewire Software in Q2 2013 and has held it in 6 quarters since.
  • UBS's Guidewire Software position peaked at $5.12M in Q1 2014.
  • 158 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2014.

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