UBS Group
RISE

UBS Group’s Sit Rising Rate ETF RISE Stock Holding History

UBS Group’s Portfolio RISE Stock Details RISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-92
Closed -$2K – 8651
2018
Q4 		$2K Sell
92
-421
-82% -$10.5K ﹤0.01% 7861
2018
Q3 		$13K Sell
513
-129
-20% -$3.21K ﹤0.01% 7056
2018
Q2 		$16K Sell
642
-213
-25% -$5.28K ﹤0.01% 6876
2018
Q1 		$21K Sell
855
-725
-46% -$17.7K ﹤0.01% 6402
2017
Q4 		$38K Sell
1,580
-200
-11% -$4.67K ﹤0.01% 6069
2017
Q3 		$41K Hold
1,780
– – ﹤0.01% 5947
2017
Q2 		$41K Buy
+1,780
New +$41K ﹤0.01% 5810
2017
Q1 		– Sell
-100
Closed -$2K – 8435
2016
Q4 		$2K Sell
100
-1,500
-94% -$35.1K ﹤0.01% 7575
2016
Q3 		$36K Sell
1,600
-200
-11% -$4.51K ﹤0.01% 5795
2016
Q2 		$40K Buy
1,800
+740
+70% +$17K ﹤0.01% 5699
2016
Q1 		$24K Buy
1,060
+773
+269% +$18.1K ﹤0.01% 6081
2015
Q4 		$7K Buy
+287
New +$6.9K ﹤0.01% 7576

Other funds holding RISE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

UBS Group's RISE Position: Q1 2019 in Review

UBS Group sold out of Sit Rising Rate ETF (RISE) in Q1 2019, closing a stake of 92 shares — an estimated $2K sold.

UBS Group first reported a position in RISE in Q4 2015 and held it in 12 quarters. The position peaked at $41K in Q3 2017. 7 funds tracked by Wall St. Rank hold RISE as of Q1 2019.

  • UBS Group reported no remaining Sit Rising Rate ETF position as of Q1 2019 after selling out during the quarter.
  • UBS Group sold 92 Sit Rising Rate ETF shares in Q1 2019, an estimated $2K.
  • UBS Group first reported a position in Sit Rising Rate ETF in Q4 2015 and held it in 12 quarters.
  • UBS Group's Sit Rising Rate ETF position peaked at $41K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Sit Rising Rate ETF as of Q1 2019.

Based on UBS Group's 13F filing for Q1 2019, filed 14 May 2019.