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UBS’s World Acceptance Corp WRLD Stock Holding History

UBS’s Portfolio WRLD Stock Details WRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$585K Buy
8,663
+874
+11% +$67.8K ﹤0.01% 4108
2014
Q2 		$592K Buy
7,789
+7,404
+1,923% +$577K ﹤0.01% 4051
2014
Q1 		$29K Sell
385
-408
-51% -$36.8K ﹤0.01% 7598
2013
Q4 		$70K Sell
793
-33
-4% -$3.08K ﹤0.01% 6515
2013
Q3 		$74K Sell
826
-2,485
-75% -$212K ﹤0.01% 6367
2013
Q2 		$288K Buy
+3,311
New +$294K ﹤0.01% 4697

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS's WRLD Position: Q3 2014 in Review

UBS increased its World Acceptance Corp (WRLD) stake by 11% in Q3 2014, buying an estimated $67.8K and bringing the position to 8,663 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #4108.

UBS first reported a position in WRLD in Q2 2013 and has held it in 6 quarters since. The position peaked at $592K in Q2 2014. 155 funds tracked by Wall St. Rank hold WRLD as of Q3 2014.

  • UBS held 8,663 shares of World Acceptance Corp worth $585K as of Q3 2014.
  • UBS bought 874 World Acceptance Corp shares in Q3 2014, an estimated $67.8K.
  • World Acceptance Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4108 holding.
  • UBS first reported a position in World Acceptance Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's World Acceptance Corp position peaked at $592K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2014.

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