U
CHIX

UBS’s Global X MSCI China Financials ETF CHIX Stock Holding History

UBS’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$34K Buy
2,696
+1,033
+62% +$13.9K ﹤0.01% 7334
2014
Q2 		$20K Sell
1,663
-11,876
-88% -$144K ﹤0.01% 8124
2014
Q1 		$164K Sell
13,539
-59,116
-81% -$703K ﹤0.01% 5427
2013
Q4 		$970K Buy
72,655
+35,387
+95% +$474K ﹤0.01% 3584
2013
Q3 		$476K Buy
37,268
+36,547
+5,069% +$450K ﹤0.01% 4194
2013
Q2 		$8K Buy
+721
New +$8.99K ﹤0.01% 8945

Other funds holding CHIX

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS's CHIX Position: Q3 2014 in Review

UBS increased its Global X MSCI China Financials ETF (CHIX) stake by 62% in Q3 2014, buying an estimated $13.9K and bringing the position to 2,696 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #7334.

UBS first reported a position in CHIX in Q2 2013 and has held it in 6 quarters since. The position peaked at $970K in Q4 2013. 11 funds tracked by Wall St. Rank hold CHIX as of Q3 2014.

  • UBS held 2,696 shares of Global X MSCI China Financials ETF worth $34K as of Q3 2014.
  • UBS bought 1,033 Global X MSCI China Financials ETF shares in Q3 2014, an estimated $13.9K.
  • Global X MSCI China Financials ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7334 holding.
  • UBS first reported a position in Global X MSCI China Financials ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Global X MSCI China Financials ETF position peaked at $970K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q3 2014.

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