UBS’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

UBS’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$828K	Buy	34,524 +168	+0.5%	+$4.07K	﹤0.01%	3783
2014 Q2	$835K	Buy	34,356 +10,263	+43%	+$243K	﹤0.01%	3728
2014 Q1	$573K	Sell	24,093 -1,569	-6%	-$35.9K	﹤0.01%	4087
2013 Q4	$584K	Buy	25,662 +5,370	+26%	+$116K	﹤0.01%	4148
2013 Q3	$410K	Buy	20,292 +6,225	+44%	+$123K	﹤0.01%	4365
2013 Q2	$263K	Buy	+14,067	New	+$266K	﹤0.01%	4806

Other funds holding BMVP

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPC

Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

UBS's BMVP Position: Q3 2014 in Review

UBS increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.49% in Q3 2014, buying an estimated $4.07K and bringing the position to 34,524 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #3783.

UBS first reported a position in BMVP in Q2 2013 and has held it in 6 quarters since. The position peaked at $835K in Q2 2014. 32 funds tracked by Wall St. Rank hold BMVP as of Q3 2014.

UBS held 34,524 shares of Invesco Bloomberg MVP Multi-factor ETF worth $828K as of Q3 2014.
UBS bought 168 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2014, an estimated $4.07K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3783 holding.
UBS first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 6 quarters since.
UBS's Invesco Bloomberg MVP Multi-factor ETF position peaked at $835K in Q2 2014.
32 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2014.

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