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UBS’s Woodward WWD Stock Holding History

UBS’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$336K Sell
7,052
-3,818
-35% -$193K ﹤0.01% 4659
2014
Q2 		$546K Sell
10,870
-1,507
-12% -$68.7K ﹤0.01% 4149
2014
Q1 		$514K Buy
12,377
+891
+8% +$38.3K ﹤0.01% 4205
2013
Q4 		$524K Buy
11,486
+7,660
+200% +$320K ﹤0.01% 4278
2013
Q3 		$156K Sell
3,826
-2,861
-43% -$117K ﹤0.01% 5496
2013
Q2 		$267K Buy
+6,687
New +$253K ﹤0.01% 4788

Other funds holding WWD

RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's WWD Position: Q3 2014 in Review

UBS reduced its Woodward (WWD) stake by 35% in Q3 2014, selling an estimated $193K and leaving 7,052 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #4659.

UBS first reported a position in WWD in Q2 2013 and has held it in 6 quarters since. The position peaked at $546K in Q2 2014. 228 funds tracked by Wall St. Rank hold WWD as of Q3 2014.

  • UBS held 7,052 shares of Woodward worth $336K as of Q3 2014.
  • UBS sold 3,818 Woodward shares in Q3 2014, an estimated $193K.
  • Woodward made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4659 holding.
  • UBS first reported a position in Woodward in Q2 2013 and has held it in 6 quarters since.
  • UBS's Woodward position peaked at $546K in Q2 2014.
  • 228 funds tracked by Wall St. Rank held Woodward as of Q3 2014.

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