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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 		$45.5M Buy
878,000
+228,400
+35% +$11.7M 0.03% 553
2014
Q2 		$34.1M Buy
649,600
+103,000
+19% +$5.18M 0.03% 617
2014
Q1 		$27.2M Sell
546,600
-248,200
-31% -$11.6M 0.02% 641
2013
Q4 		$36.1M Buy
794,800
+129,200
+19% +$5.58M 0.03% 509
2013
Q3 		$27.5M Sell
665,600
-238,100
-26% -$10.2M 0.03% 570
2013
Q2 		$37.3M Buy
+903,700
New +$35.2M 0.04% 408

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
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.