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UBS’s WPP WPP Stock Holding History

UBS’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$10K – 10875
2014
Q1 		$10K Buy
+100
New +$10.7K ﹤0.01% 8919
2013
Q4 		– Sell
-100
Closed -$10K – 10807
2013
Q3 		$10K Hold
100
– – ﹤0.01% 8830
2013
Q2 		$9K Buy
+100
New +$8.43K ﹤0.01% 8753

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's WPP Position: Q3 2014 in Review

UBS reduced its WPP (WPP) stake by 12% in Q3 2014, selling an estimated $519K and leaving 37,742 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

UBS first reported a position in WPP in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.12M in Q4 2013. 164 funds tracked by Wall St. Rank hold WPP as of Q3 2014.

  • UBS held 37,742 shares of WPP worth $3.79M as of Q3 2014.
  • UBS sold 5,006 WPP shares in Q3 2014, an estimated $519K.
  • WPP made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2301 holding.
  • UBS first reported a position in WPP in Q2 2013 and has held it in 6 quarters since.
  • UBS's WPP position peaked at $5.12M in Q4 2013.
  • 164 funds tracked by Wall St. Rank held WPP as of Q3 2014.

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