UBS’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

UBS’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.03M	Buy	10,073 +1,445	+17%	+$149K	﹤0.01%	3554
2014 Q2	$891K	Sell	8,628 -7,993	-48%	-$821K	﹤0.01%	3662
2014 Q1	$1.69M	Buy	16,621 +14,415	+653%	+$1.45M	﹤0.01%	2946
2013 Q4	$218K	Buy	2,206 +1,167	+112%	+$119K	﹤0.01%	5198
2013 Q3	$106K	Sell	1,039 -2,456	-70%	-$250K	﹤0.01%	5945
2013 Q2	$355K	Buy	+3,495	New	+$372K	﹤0.01%	4467

Other funds holding CORP

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS's CORP Position: Q3 2014 in Review

UBS increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 17% in Q3 2014, buying an estimated $149K and bringing the position to 10,073 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

UBS first reported a position in CORP in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2014. 31 funds tracked by Wall St. Rank hold CORP as of Q3 2014.

UBS held 10,073 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.03M as of Q3 2014.
UBS bought 1,445 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2014, an estimated $149K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3554 holding.
UBS first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 6 quarters since.
UBS's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.69M in Q1 2014.
31 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2014.

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