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UBS’s Global X SuperDividend US ETF DIV Stock Holding History

UBS’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$91K Buy
3,130
+1,930
+161% +$56.3K ﹤0.01% 6102
2014
Q2 		$35K Sell
1,200
-500
-29% -$14.1K ﹤0.01% 7346
2014
Q1 		$46K Hold
1,700
– – ﹤0.01% 6951
2013
Q4 		$44K Buy
+1,700
New +$43.4K ﹤0.01% 7122

Other funds holding DIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS's DIV Position: Q3 2014 in Review

UBS increased its Global X SuperDividend US ETF (DIV) stake by 161% in Q3 2014, buying an estimated $56.3K and bringing the position to 3,130 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #6102.

UBS first reported a position in DIV in Q4 2013 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold DIV as of Q3 2014.

  • UBS held 3,130 shares of Global X SuperDividend US ETF worth $91K as of Q3 2014.
  • UBS bought 1,930 Global X SuperDividend US ETF shares in Q3 2014, an estimated $56.3K.
  • Global X SuperDividend US ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6102 holding.
  • UBS first reported a position in Global X SuperDividend US ETF in Q4 2013 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2014.

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