U
WAFDW

UBS’s Washington Federal, Inc. WAFDW Stock Holding History

UBS’s Portfolio WAFDW Stock Details WAFDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
140
-175
-56% -$983 ﹤0.01% 10266
2014
Q2 		$2K Sell
315
-100
-24% -$600 ﹤0.01% 10162
2014
Q1 		$3K Buy
415
+115
+38% +$837 ﹤0.01% 9951
2013
Q4 		$2K Buy
+300
New +$2.15K ﹤0.01% 10143
2013
Q3 		– Sell
-3,252
Closed -$14K – 11280
2013
Q2 		$14K Buy
+3,252
New +$13.3K ﹤0.01% 8313

Other funds holding WAFDW

KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
JCP
Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS's WAFDW Position: Q3 2014 in Review

UBS reduced its Washington Federal, Inc. (WAFDW) stake by 56% in Q3 2014, selling an estimated $983 and leaving 140 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #10266.

UBS first reported a position in WAFDW in Q2 2013 and has held it in 5 quarters since. The position peaked at $14K in Q2 2013. 11 funds tracked by Wall St. Rank hold WAFDW as of Q3 2014.

  • UBS held 140 shares of Washington Federal, Inc. worth $1K as of Q3 2014.
  • UBS sold 175 Washington Federal, Inc. shares in Q3 2014, an estimated $983.
  • Washington Federal, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #10266 holding.
  • UBS first reported a position in Washington Federal, Inc. in Q2 2013 and has held it in 5 quarters since.
  • UBS's Washington Federal, Inc. position peaked at $14K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held Washington Federal, Inc. as of Q3 2014.

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