UBS AM
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UBS AM’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

UBS AM’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,751
Closed -$94.6K – 2900
2019
Q2 		$94.6K Buy
+3,751
New +$93.8K ﹤0.01% 2647

Other funds holding RLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's RLY Position: Q3 2019 in Review

UBS AM sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2019, closing a stake of 3,751 shares — an estimated $94.6K sold.

UBS AM first reported a position in RLY in Q2 2019 and held it in 1 quarter. The position peaked at $94.6K in Q2 2019. 31 funds tracked by Wall St. Rank hold RLY as of Q3 2019.

  • UBS AM reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2019 after selling out during the quarter.
  • UBS AM sold 3,751 State Street Multi-Asset Real Return ETF shares in Q3 2019, an estimated $94.6K.
  • UBS AM first reported a position in State Street Multi-Asset Real Return ETF in Q2 2019 and held it in 1 quarter.
  • UBS AM's State Street Multi-Asset Real Return ETF position peaked at $94.6K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2019.

Based on UBS AM's 13F filing for Q3 2019, filed 14 Nov 2019.