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UBS’s iShares MSCI United Kingdom ETF EWU Stock Holding History

UBS’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$79.5M Buy
2,051,315
+875,529
+74% +$35.7M 0.06% 329
2014
Q2 		$49.1M Sell
1,175,786
-39,775
-3% -$1.7M 0.04% 460
2014
Q1 		$50.1M Buy
1,215,561
+21,150
+2% +$872K 0.04% 403
2013
Q4 		$49.9M Buy
1,194,411
+71,863
+6% +$2.9M 0.05% 391
2013
Q3 		$44M Buy
1,122,548
+94,409
+9% +$3.59M 0.05% 377
2013
Q2 		$36.3M Buy
+1,028,139
New +$38.3M 0.04% 416

Other funds holding EWU

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's EWU Position: Q3 2014 in Review

UBS increased its iShares MSCI United Kingdom ETF (EWU) stake by 74% in Q3 2014, buying an estimated $35.7M and bringing the position to 2,051,315 shares worth $79.5M. The position accounts for 0.06% of the portfolio, ranked #329.

UBS first reported a position in EWU in Q2 2013 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold EWU as of Q3 2014.

  • UBS held 2,051,315 shares of iShares MSCI United Kingdom ETF worth $79.5M as of Q3 2014.
  • UBS bought 875,529 iShares MSCI United Kingdom ETF shares in Q3 2014, an estimated $35.7M.
  • iShares MSCI United Kingdom ETF made up 0.06% of UBS's portfolio in Q3 2014, its #329 holding.
  • UBS first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2014.

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