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UBS’s Invesco MSCI Global Timber ETF CUT Stock Holding History

UBS’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$783K Buy
33,292
+412
+1% +$10.1K ﹤0.01% 3824
2014
Q2 		$829K Sell
32,880
-42,571
-56% -$1.07M ﹤0.01% 3733
2014
Q1 		$1.91M Sell
75,451
-10,065
-12% -$256K ﹤0.01% 2828
2013
Q4 		$2.21M Buy
85,516
+30,421
+55% +$764K ﹤0.01% 2708
2013
Q3 		$1.34M Sell
55,095
-646
-1% -$15.1K ﹤0.01% 3009
2013
Q2 		$1.21M Buy
+55,741
New +$1.25M ﹤0.01% 3118

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS's CUT Position: Q3 2014 in Review

UBS increased its Invesco MSCI Global Timber ETF (CUT) stake by 1.3% in Q3 2014, buying an estimated $10.1K and bringing the position to 33,292 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

UBS first reported a position in CUT in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2013. 58 funds tracked by Wall St. Rank hold CUT as of Q3 2014.

  • UBS held 33,292 shares of Invesco MSCI Global Timber ETF worth $783K as of Q3 2014.
  • UBS bought 412 Invesco MSCI Global Timber ETF shares in Q3 2014, an estimated $10.1K.
  • Invesco MSCI Global Timber ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3824 holding.
  • UBS first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Invesco MSCI Global Timber ETF position peaked at $2.21M in Q4 2013.
  • 58 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2014.

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