UBS’s Wells Fargo WFC Stock Holding History

UBS’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$524M	Buy	10,105,463 +1,116,873	+12%	+$57.5M	0.39%	37
2014 Q2	$472M	Sell	8,988,590 -312,154	-3%	-$15.7M	0.37%	39
2014 Q1	$463M	Buy	9,300,744 +890,217	+11%	+$41.5M	0.41%	31
2013 Q4	$382M	Buy	8,410,527 +398,612	+5%	+$17.2M	0.36%	41
2013 Q3	$331M	Buy	8,011,915 +1,794,144	+29%	+$76.6M	0.34%	47
2013 Q2	$257M	Buy	+6,217,771	New	+$242M	0.3%	54

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's WFC Position: Q3 2014 in Review

UBS increased its Wells Fargo (WFC) stake by 12% in Q3 2014, buying an estimated $57.5M and bringing the position to 10,105,463 shares worth $524M. The position accounts for 0.39% of the portfolio, ranked #37.

UBS first reported a position in WFC in Q2 2013 and has held it in 6 quarters since. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

UBS held 10,105,463 shares of Wells Fargo worth $524M as of Q3 2014.
UBS bought 1,116,873 Wells Fargo shares in Q3 2014, an estimated $57.5M.
Wells Fargo made up 0.39% of UBS's portfolio in Q3 2014, its #37 holding.
UBS first reported a position in Wells Fargo in Q2 2013 and has held it in 6 quarters since.
1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

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