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UBS’s West Bancorporation WTBA Stock Holding History

UBS’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$99K Buy
7,000
+3,500
+100% +$51.8K ﹤0.01% 6015
2014
Q2 		$53K Sell
3,500
-3,337
-49% -$49K ﹤0.01% 6777
2014
Q1 		$104K Buy
+6,837
New +$102K ﹤0.01% 5931
2013
Q4 		– Sell
-1,062
Closed -$15K – 10809
2013
Q3 		$15K Sell
1,062
-206
-16% -$2.7K ﹤0.01% 8400
2013
Q2 		$15K Buy
+1,268
New +$14.3K ﹤0.01% 8223

Other funds holding WTBA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS's WTBA Position: Q3 2014 in Review

UBS increased its West Bancorporation (WTBA) stake by 100% in Q3 2014, buying an estimated $51.8K and bringing the position to 7,000 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #6015.

UBS first reported a position in WTBA in Q2 2013 and has held it in 5 quarters since. The position peaked at $104K in Q1 2014. 56 funds tracked by Wall St. Rank hold WTBA as of Q3 2014.

  • UBS held 7,000 shares of West Bancorporation worth $99K as of Q3 2014.
  • UBS bought 3,500 West Bancorporation shares in Q3 2014, an estimated $51.8K.
  • West Bancorporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6015 holding.
  • UBS first reported a position in West Bancorporation in Q2 2013 and has held it in 5 quarters since.
  • UBS's West Bancorporation position peaked at $104K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2014.

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