WBH Advisory’s Under Armour UAA Stock Holding History

WBH Advisory’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-14,961	Closed	-$434K	–	231
2016 Q4	$434K	Sell	14,961 -504	-3%	-$16.5K	0.14%	142
2016 Q3	$598K	Sell	15,465 -1,296	-8%	-$52.4K	0.2%	108
2016 Q2	$672K	Sell	16,761 -17,698	-51%	-$703K	0.26%	88
2016 Q1	$1.45M	Buy	34,459 +1,334	+4%	+$52.3K	0.49%	44
2015 Q4	$1.32K	Sell	33,125 -2,025	-6%	-$91.7K	0.46%	47
2015 Q3	$1.69M	Buy	35,150 +786	+2%	+$37.1K	0.7%	39
2015 Q2	$1.42M	Sell	34,364 -623	-2%	-$25K	0.56%	47
2015 Q1	$1.4K	Buy	34,987 +1,894	+6%	+$69.2K	0.39%	52
2014 Q4	$1.11M	Sell	33,093 -2,216	-6%	-$74.2K	0.42%	59
2014 Q3	$1.21M	Sell	35,309 -1,118	-3%	-$37K	0.43%	52
2014 Q2	$1.07M	Buy	36,427 +30	+0.1%	+$782	0.41%	63
2014 Q1	$1.03M	Buy	36,397 +3,425	+10%	+$88.9K	0.41%	63
2013 Q4	$714K	Buy	32,972 +2,618	+9%	+$53.3K	0.29%	93
2013 Q3	$599K	Buy	30,354 +604	+2%	+$10.6K	0.27%	100
2013 Q2	$440K	Buy	+29,750	New	+$430K	0.2%	122

Other funds holding UAA

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return