UCFA
WBC

United Capital Financial Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History

United Capital Financial Advisors’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,774
Closed -$1.34M – 1203
2014
Q3 		$1.34M Buy
+14,774
New +$1.49M 0.02% 537

Other funds holding WBC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

United Capital Financial Advisors's WBC Position: Q4 2014 in Review

United Capital Financial Advisors sold out of WABCO HOLDINGS INC. (WBC) in Q4 2014, closing a stake of 14,774 shares — an estimated $1.34M sold.

United Capital Financial Advisors first reported a position in WBC in Q3 2014 and held it in 1 quarter. The position peaked at $1.34M in Q3 2014. 278 funds tracked by Wall St. Rank hold WBC as of Q4 2014.

  • United Capital Financial Advisors reported no remaining WABCO HOLDINGS INC. position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,774 WABCO HOLDINGS INC. shares in Q4 2014, an estimated $1.34M.
  • United Capital Financial Advisors first reported a position in WABCO HOLDINGS INC. in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's WABCO HOLDINGS INC. position peaked at $1.34M in Q3 2014.
  • 278 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.