U
OKSB

UBS’s Southwest Bancorp Inc/OK OKSB Stock Holding History

UBS’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Sell
464
-376
-45% -$6.11K ﹤0.01% 9248
2014
Q2 		$14K Sell
840
-663
-44% -$11.3K ﹤0.01% 8583
2014
Q1 		$26K Buy
1,503
+261
+21% +$4.54K ﹤0.01% 7779
2013
Q4 		$20K Buy
1,242
+419
+51% +$6.61K ﹤0.01% 8195
2013
Q3 		$12K Sell
823
-894
-52% -$13.4K ﹤0.01% 8696
2013
Q2 		$23K Buy
+1,717
New +$22.7K ﹤0.01% 7747

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's OKSB Position: Q3 2014 in Review

UBS reduced its Southwest Bancorp Inc/OK (OKSB) stake by 45% in Q3 2014, selling an estimated $6.11K and leaving 464 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #9248.

UBS first reported a position in OKSB in Q2 2013 and has held it in 6 quarters since. The position peaked at $26K in Q1 2014. 86 funds tracked by Wall St. Rank hold OKSB as of Q3 2014.

  • UBS held 464 shares of Southwest Bancorp Inc/OK worth $7K as of Q3 2014.
  • UBS sold 376 Southwest Bancorp Inc/OK shares in Q3 2014, an estimated $6.11K.
  • Southwest Bancorp Inc/OK made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9248 holding.
  • UBS first reported a position in Southwest Bancorp Inc/OK in Q2 2013 and has held it in 6 quarters since.
  • UBS's Southwest Bancorp Inc/OK position peaked at $26K in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q3 2014.

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