U
AMPS

UBS’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History

UBS’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5K Sell
91
-568
-86% -$29.1K ﹤0.01% 9556
2014
Q2 		$33K Buy
+659
New +$33.4K ﹤0.01% 7441
2014
Q1 		– Sell
-1,460
Closed -$70K – 11259
2013
Q4 		$70K Buy
+1,460
New +$70K ﹤0.01% 6523

Other funds holding AMPS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS's AMPS Position: Q3 2014 in Review

UBS reduced its ISHARES TR UTILITIES SECTOR BD ETF (AMPS) stake by 86% in Q3 2014, selling an estimated $29.1K and leaving 91 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9556.

UBS first reported a position in AMPS in Q4 2013 and has held it in 3 quarters since. The position peaked at $70K in Q4 2013. 10 funds tracked by Wall St. Rank hold AMPS as of Q3 2014.

  • UBS held 91 shares of ISHARES TR UTILITIES SECTOR BD ETF worth $5K as of Q3 2014.
  • UBS sold 568 ISHARES TR UTILITIES SECTOR BD ETF shares in Q3 2014, an estimated $29.1K.
  • ISHARES TR UTILITIES SECTOR BD ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9556 holding.
  • UBS first reported a position in ISHARES TR UTILITIES SECTOR BD ETF in Q4 2013 and has held it in 3 quarters since.
  • UBS's ISHARES TR UTILITIES SECTOR BD ETF position peaked at $70K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held ISHARES TR UTILITIES SECTOR BD ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.