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UBS’s Wabash National WNC Stock Holding History

UBS’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.44M Buy
183,186
+129,205
+239% +$1.78M ﹤0.01% 2721
2014
Q2 		$769K Buy
53,981
+30,893
+134% +$424K ﹤0.01% 3806
2014
Q1 		$318K Buy
23,088
+2,161
+10% +$28.9K ﹤0.01% 4704
2013
Q4 		$259K Buy
20,927
+4,848
+30% +$57.9K ﹤0.01% 5009
2013
Q3 		$187K Buy
16,079
+3,187
+25% +$34.3K ﹤0.01% 5257
2013
Q2 		$131K Buy
+12,892
New +$125K ﹤0.01% 5570

Other funds holding WNC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

UBS's WNC Position: Q3 2014 in Review

UBS increased its Wabash National (WNC) stake by 239% in Q3 2014, buying an estimated $1.78M and bringing the position to 183,186 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

UBS first reported a position in WNC in Q2 2013 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold WNC as of Q3 2014.

  • UBS held 183,186 shares of Wabash National worth $2.44M as of Q3 2014.
  • UBS bought 129,205 Wabash National shares in Q3 2014, an estimated $1.78M.
  • Wabash National made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2721 holding.
  • UBS first reported a position in Wabash National in Q2 2013 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Wabash National as of Q3 2014.

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