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UBS’s WisdomTree US LargeCap Fund EPS Stock Holding History

UBS’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$921K Buy
40,125
+13,248
+49% +$305K ﹤0.01% 3672
2014
Q2 		$611K Buy
26,877
+4,665
+21% +$103K ﹤0.01% 4027
2014
Q1 		$485K Sell
22,212
-3,201
-13% -$68.1K ﹤0.01% 4261
2013
Q4 		$546K Buy
25,413
+5,106
+25% +$105K ﹤0.01% 4225
2013
Q3 		$397K Buy
20,307
+7,599
+60% +$148K ﹤0.01% 4409
2013
Q2 		$238K Buy
+12,708
New +$238K ﹤0.01% 4907

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

UBS's EPS Position: Q3 2014 in Review

UBS increased its WisdomTree US LargeCap Fund (EPS) stake by 49% in Q3 2014, buying an estimated $305K and bringing the position to 40,125 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #3672.

UBS first reported a position in EPS in Q2 2013 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold EPS as of Q3 2014.

  • UBS held 40,125 shares of WisdomTree US LargeCap Fund worth $921K as of Q3 2014.
  • UBS bought 13,248 WisdomTree US LargeCap Fund shares in Q3 2014, an estimated $305K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3672 holding.
  • UBS first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2014.

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