U
WIBC

UBS’s WILSHIRE BANCORP INC WIBC Stock Holding History

UBS’s Portfolio WIBC Stock Details WIBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$30K Buy
3,242
+1,444
+80% +$13.9K ﹤0.01% 7497
2014
Q2 		$18K Sell
1,798
-1,606
-47% -$16.6K ﹤0.01% 8250
2014
Q1 		$38K Buy
+3,404
New +$35.8K ﹤0.01% 7231
2013
Q4 		– Sell
-235
Closed -$2K – 11475
2013
Q3 		$2K Sell
235
-2,920
-93% -$24.3K ﹤0.01% 10102
2013
Q2 		$21K Buy
+3,155
New +$20.5K ﹤0.01% 7872

Other funds holding WIBC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

UBS's WIBC Position: Q3 2014 in Review

UBS increased its WILSHIRE BANCORP INC (WIBC) stake by 80% in Q3 2014, buying an estimated $13.9K and bringing the position to 3,242 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #7497.

UBS first reported a position in WIBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $38K in Q1 2014. 126 funds tracked by Wall St. Rank hold WIBC as of Q3 2014.

  • UBS held 3,242 shares of WILSHIRE BANCORP INC worth $30K as of Q3 2014.
  • UBS bought 1,444 WILSHIRE BANCORP INC shares in Q3 2014, an estimated $13.9K.
  • WILSHIRE BANCORP INC made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7497 holding.
  • UBS first reported a position in WILSHIRE BANCORP INC in Q2 2013 and has held it in 5 quarters since.
  • UBS's WILSHIRE BANCORP INC position peaked at $38K in Q1 2014.
  • 126 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q3 2014.

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