UBS’s iShares Core Dividend Growth ETF DGRO Stock Holding History

UBS’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$328K	Buy	+13,102	New	+$329K	﹤0.01%	4687

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS's DGRO Position: Q3 2014 in Review

UBS opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2014: 13,102 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #4687 among its holdings.

10 funds tracked by Wall St. Rank hold DGRO as of Q3 2014.

UBS held 13,102 shares of iShares Core Dividend Growth ETF worth $328K as of Q3 2014.
iShares Core Dividend Growth ETF was a new UBS position in Q3 2014.
iShares Core Dividend Growth ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4687 holding.
10 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2014.

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