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UBS’s VanEck Environmental Services ETF EVX Stock Holding History

UBS’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$116K Buy
8,970
+3,780
+73% +$50.3K ﹤0.01% 5809
2014
Q2 		$71K Buy
5,190
+575
+12% +$7.62K ﹤0.01% 6387
2014
Q1 		$61K Sell
4,615
-2,760
-37% -$35.3K ﹤0.01% 6577
2013
Q4 		$96K Buy
7,375
+2,760
+60% +$35.5K ﹤0.01% 6116
2013
Q3 		$58K Sell
4,615
-7,230
-61% -$86.6K ﹤0.01% 6672
2013
Q2 		$133K Buy
+11,845
New +$134K ﹤0.01% 5548

Other funds holding EVX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

UBS's EVX Position: Q3 2014 in Review

UBS increased its VanEck Environmental Services ETF (EVX) stake by 73% in Q3 2014, buying an estimated $50.3K and bringing the position to 8,970 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #5809.

UBS first reported a position in EVX in Q2 2013 and has held it in 6 quarters since. The position peaked at $133K in Q2 2013. 14 funds tracked by Wall St. Rank hold EVX as of Q3 2014.

  • UBS held 8,970 shares of VanEck Environmental Services ETF worth $116K as of Q3 2014.
  • UBS bought 3,780 VanEck Environmental Services ETF shares in Q3 2014, an estimated $50.3K.
  • VanEck Environmental Services ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5809 holding.
  • UBS first reported a position in VanEck Environmental Services ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's VanEck Environmental Services ETF position peaked at $133K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2014.

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