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UBS’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

UBS’s Portfolio ECON Stock Details ECON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$36.5M Buy
1,391,862
+91,218
+7% +$2.56M 0.03% 637
2014
Q2 		$36.1M Sell
1,300,644
-13,254
-1% -$360K 0.03% 589
2014
Q1 		$34.9M Sell
1,313,898
-345,530
-21% -$8.73M 0.03% 534
2013
Q4 		$44.6M Sell
1,659,428
-69,206
-4% -$1.86M 0.04% 431
2013
Q3 		$46.6M Buy
1,728,634
+162,983
+10% +$4.26M 0.05% 359
2013
Q2 		$40.4M Buy
+1,565,651
New +$41.5M 0.05% 379

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS's ECON Position: Q3 2014 in Review

UBS increased its Columbia Emerging Markets Consumer ETF (ECON) stake by 7% in Q3 2014, buying an estimated $2.56M and bringing the position to 1,391,862 shares worth $36.5M. The position accounts for 0.03% of the portfolio, ranked #637.

UBS first reported a position in ECON in Q2 2013 and has held it in 6 quarters since. The position peaked at $46.6M in Q3 2013. 101 funds tracked by Wall St. Rank hold ECON as of Q3 2014.

  • UBS held 1,391,862 shares of Columbia Emerging Markets Consumer ETF worth $36.5M as of Q3 2014.
  • UBS bought 91,218 Columbia Emerging Markets Consumer ETF shares in Q3 2014, an estimated $2.56M.
  • Columbia Emerging Markets Consumer ETF made up 0.03% of UBS's portfolio in Q3 2014, its #637 holding.
  • UBS first reported a position in Columbia Emerging Markets Consumer ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Columbia Emerging Markets Consumer ETF position peaked at $46.6M in Q3 2013.
  • 101 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2014.

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