U
WFBI

UBS’s WashingtonFirst Bankshares Inc WFBI Stock Holding History

UBS’s Portfolio WFBI Stock Details WFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$26K Buy
1,807
+1,091
+152% +$15.4K ﹤0.01% 7679
2014
Q2 		$10K Sell
716
-134
-16% -$1.83K ﹤0.01% 8927
2014
Q1 		$11K Buy
850
+197
+30% +$2.64K ﹤0.01% 8839
2013
Q4 		$8K Buy
653
+453
+227% +$5.63K ﹤0.01% 9242
2013
Q3 		$2K Sell
200
-1,134
-85% -$12.4K ﹤0.01% 10028
2013
Q2 		$14K Buy
+1,334
New +$13.6K ﹤0.01% 8294

Other funds holding WFBI

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

UBS's WFBI Position: Q3 2014 in Review

UBS increased its WashingtonFirst Bankshares Inc (WFBI) stake by 152% in Q3 2014, buying an estimated $15.4K and bringing the position to 1,807 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #7679.

UBS first reported a position in WFBI in Q2 2013 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold WFBI as of Q3 2014.

  • UBS held 1,807 shares of WashingtonFirst Bankshares Inc worth $26K as of Q3 2014.
  • UBS bought 1,091 WashingtonFirst Bankshares Inc shares in Q3 2014, an estimated $15.4K.
  • WashingtonFirst Bankshares Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7679 holding.
  • UBS first reported a position in WashingtonFirst Bankshares Inc in Q2 2013 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held WashingtonFirst Bankshares Inc as of Q3 2014.

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