U
WFC.WS

UBS’s Wells Fargo & Company Ws WFC.WS Stock Holding History

UBS’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$55K Buy
2,738
+2,376
+656% +$47.7K ﹤0.01% 6719
2014
Q2 		$8K Sell
362
-49,838
-99% -$964K ﹤0.01% 9141
2014
Q1 		$936K Buy
50,200
+49,167
+4,760% +$836K ﹤0.01% 3549
2013
Q4 		$16K Sell
1,033
-795
-43% -$12.1K ﹤0.01% 8457
2013
Q3 		$26K Sell
1,828
-123,827
-99% -$1.8M ﹤0.01% 7737
2013
Q2 		$1.72M Buy
+125,655
New +$1.61M ﹤0.01% 2709

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
PCC
Punch Card Capital Winter Park, Florida $107M AUM 29.58% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS's WFC.WS Position: Q3 2014 in Review

UBS increased its Wells Fargo & Company Ws (WFC.WS) stake by 656% in Q3 2014, buying an estimated $47.7K and bringing the position to 2,738 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #6719.

UBS first reported a position in WFC.WS in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.72M in Q2 2013. 43 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2014.

  • UBS held 2,738 shares of Wells Fargo & Company Ws worth $55K as of Q3 2014.
  • UBS bought 2,376 Wells Fargo & Company Ws shares in Q3 2014, an estimated $47.7K.
  • Wells Fargo & Company Ws made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6719 holding.
  • UBS first reported a position in Wells Fargo & Company Ws in Q2 2013 and has held it in 6 quarters since.
  • UBS's Wells Fargo & Company Ws position peaked at $1.72M in Q2 2013.
  • 43 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2014.

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