UBS Group’s POWERSHARES KBW CAP MKT PORT KBWC Stock Holding History

UBS Group’s Portfolio KBWC Stock Details KBWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-53	Closed	-$3K	–	8931
2015 Q2	$3K	Buy	+53	New	+$3.04K	﹤0.01%	8138
2015 Q1	–	Sell	-1,030	Closed	-$57K	–	9912
2014 Q4	$57K	Buy	+1,030	New	+$54.6K	﹤0.01%	6342

Other funds holding KBWC

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

UBS Group's KBWC Position: Q3 2015 in Review

UBS Group sold out of POWERSHARES KBW CAP MKT PORT (KBWC) in Q3 2015, closing a stake of 53 shares — an estimated $3K sold.

UBS Group first reported a position in KBWC in Q4 2014 and held it in 2 quarters. The position peaked at $57K in Q4 2014. 6 funds tracked by Wall St. Rank hold KBWC as of Q3 2015.

UBS Group reported no remaining POWERSHARES KBW CAP MKT PORT position as of Q3 2015 after selling out during the quarter.
UBS Group sold 53 POWERSHARES KBW CAP MKT PORT shares in Q3 2015, an estimated $3K.
UBS Group first reported a position in POWERSHARES KBW CAP MKT PORT in Q4 2014 and held it in 2 quarters.
UBS Group's POWERSHARES KBW CAP MKT PORT position peaked at $57K in Q4 2014.
6 funds tracked by Wall St. Rank held POWERSHARES KBW CAP MKT PORT as of Q3 2015.

Based on UBS Group's 13F filing for Q3 2015, filed 13 Nov 2015.