U
WVFC

UBS’s WVS Financial Corp WVFC Stock Holding History

UBS’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$22K Buy
1,985
+451
+29% +$4.92K ﹤0.01% 7917
2014
Q2 		$17K Buy
1,534
+767
+100% +$8.69K ﹤0.01% 8291
2014
Q1 		$9K Sell
767
-715
-48% -$8.43K ﹤0.01% 9060
2013
Q4 		$18K Sell
1,482
-702
-32% -$8.06K ﹤0.01% 8288
2013
Q3 		$24K Buy
2,184
+600
+38% +$6.65K ﹤0.01% 7837
2013
Q2 		$17K Buy
+1,584
New +$17.9K ﹤0.01% 8090

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's WVFC Position: Q3 2014 in Review

UBS increased its WVS Financial Corp (WVFC) stake by 29% in Q3 2014, buying an estimated $4.92K and bringing the position to 1,985 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #7917.

UBS first reported a position in WVFC in Q2 2013 and has held it in 6 quarters since. The position peaked at $24K in Q3 2013. 14 funds tracked by Wall St. Rank hold WVFC as of Q3 2014.

  • UBS held 1,985 shares of WVS Financial Corp worth $22K as of Q3 2014.
  • UBS bought 451 WVS Financial Corp shares in Q3 2014, an estimated $4.92K.
  • WVS Financial Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7917 holding.
  • UBS first reported a position in WVS Financial Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's WVS Financial Corp position peaked at $24K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held WVS Financial Corp as of Q3 2014.

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