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UBS’s iShares MSCI Australia ETF EWA Stock Holding History

UBS’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$19K Sell
800
-1,100
-58% -$29K ﹤0.01% 8068
2014
Q2 		$50K Sell
1,900
-600
-24% -$15.8K ﹤0.01% 6854
2014
Q1 		$65K Sell
2,500
-3,800
-60% -$92.9K ﹤0.01% 6501
2013
Q4 		$154K Sell
6,300
-8,300
-57% -$212K ﹤0.01% 5571
2013
Q3 		$369K Buy
14,600
+10,900
+295% +$262K ﹤0.01% 4493
2013
Q2 		$84K Buy
+3,700
New +$95.5K ﹤0.01% 6102

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's EWA Position: Q3 2014 in Review

UBS increased its iShares MSCI Australia ETF (EWA) stake by 9.4% in Q3 2014, buying an estimated $2.55M and bringing the position to 1,123,103 shares worth $26.9M. The position accounts for 0.02% of the portfolio, ranked #776.

UBS first reported a position in EWA in Q2 2013 and has held it in 6 quarters since. The position peaked at $30.7M in Q1 2014. 180 funds tracked by Wall St. Rank hold EWA as of Q3 2014.

  • UBS held 1,123,103 shares of iShares MSCI Australia ETF worth $26.9M as of Q3 2014.
  • UBS bought 96,684 iShares MSCI Australia ETF shares in Q3 2014, an estimated $2.55M.
  • iShares MSCI Australia ETF made up 0.02% of UBS's portfolio in Q3 2014, its #776 holding.
  • UBS first reported a position in iShares MSCI Australia ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares MSCI Australia ETF position peaked at $30.7M in Q1 2014.
  • 180 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2014.

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