UBS Group
MONY

UBS Group’s ISHARES TR FINLS BD ETF MONY Stock Holding History

UBS Group’s Portfolio MONY Stock Details MONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-102
Closed -$6K – 9211
2015
Q1 		$6K Sell
102
-313
-75% -$17.1K ﹤0.01% 8060
2014
Q4 		$22K Buy
+415
New +$22.3K ﹤0.01% 7571

Other funds holding MONY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

UBS Group's MONY Position: Q2 2015 in Review

UBS Group sold out of ISHARES TR FINLS BD ETF (MONY) in Q2 2015, closing a stake of 102 shares — an estimated $6K sold.

UBS Group first reported a position in MONY in Q4 2014 and held it in 2 quarters. The position peaked at $22K in Q4 2014. 9 funds tracked by Wall St. Rank hold MONY as of Q2 2015.

  • UBS Group reported no remaining ISHARES TR FINLS BD ETF position as of Q2 2015 after selling out during the quarter.
  • UBS Group sold 102 ISHARES TR FINLS BD ETF shares in Q2 2015, an estimated $6K.
  • UBS Group first reported a position in ISHARES TR FINLS BD ETF in Q4 2014 and held it in 2 quarters.
  • UBS Group's ISHARES TR FINLS BD ETF position peaked at $22K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held ISHARES TR FINLS BD ETF as of Q2 2015.

Based on UBS Group's 13F filing for Q2 2015, filed 14 Aug 2015.