U
WEBK

UBS’s Wellesley Bancorp, Inc. WEBK Stock Holding History

UBS’s Portfolio WEBK Stock Details WEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$30K Buy
1,599
+1,588
+14,436% +$30.1K ﹤0.01% 7483
2014
Q2 		$0 Sell
11
-748
-99% -$13.9K ﹤0.01% 11005
2014
Q1 		$15K Buy
+759
New +$14.5K ﹤0.01% 8471

Other funds holding WEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BIG
Blackthorn Investment Group Overland Park, Kansas $26.8M AUM 12.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS's WEBK Position: Q3 2014 in Review

UBS increased its Wellesley Bancorp, Inc. (WEBK) stake by 14,436% in Q3 2014, buying an estimated $30.1K and bringing the position to 1,599 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #7483.

UBS first reported a position in WEBK in Q1 2014 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold WEBK as of Q3 2014.

  • UBS held 1,599 shares of Wellesley Bancorp, Inc. worth $30K as of Q3 2014.
  • UBS bought 1,588 Wellesley Bancorp, Inc. shares in Q3 2014, an estimated $30.1K.
  • Wellesley Bancorp, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7483 holding.
  • UBS first reported a position in Wellesley Bancorp, Inc. in Q1 2014 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q3 2014.

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