PVH
UCI

Psagot Value Holdings’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

Psagot Value Holdings’s Portfolio UCI Stock Details UCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-201
Closed -$3K – 393
2016
Q4 		$3K Hold
201
– – ﹤0.01% 346
2016
Q3 		$3K Hold
201
– – ﹤0.01% 349
2016
Q2 		$3K Hold
201
– – ﹤0.01% 334
2016
Q1 		$2K Buy
+201
New +$2.35K ﹤0.01% 364

Other funds holding UCI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Psagot Value Holdings's UCI Position: Q1 2017 in Review

Psagot Value Holdings sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q1 2017, closing a stake of 201 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in UCI in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 12 funds tracked by Wall St. Rank hold UCI as of Q1 2017.

  • Psagot Value Holdings reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q1 2017 after selling out during the quarter.
  • Psagot Value Holdings sold 201 E-TRACS UBS Bloomberg CMCI ETN shares in Q1 2017, an estimated $3K.
  • Psagot Value Holdings first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q1 2016 and held it in 4 quarters.
  • Psagot Value Holdings's E-TRACS UBS Bloomberg CMCI ETN position peaked at $3K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q1 2017.

Based on Psagot Value Holdings's 13F filing for Q1 2017, filed 15 May 2017.