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FIDU icon

UBS’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

UBS’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$533K Sell
19,479
-849
-4% -$23.6K ﹤0.01% 4202
2014
Q2 		$573K Buy
20,328
+1,014
+5% +$28.2K ﹤0.01% 4084
2014
Q1 		$528K Buy
19,314
+13,019
+207% +$351K ﹤0.01% 4164
2013
Q4 		$173K Buy
+6,295
New +$165K ﹤0.01% 5464

Other funds holding FIDU

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS's FIDU Position: Q3 2014 in Review

UBS reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 4.2% in Q3 2014, selling an estimated $23.6K and leaving 19,479 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #4202.

UBS first reported a position in FIDU in Q4 2013 and has held it in 4 quarters since. The position peaked at $573K in Q2 2014. 21 funds tracked by Wall St. Rank hold FIDU as of Q3 2014.

  • UBS held 19,479 shares of Fidelity MSCI Industrials Index ETF worth $533K as of Q3 2014.
  • UBS sold 849 Fidelity MSCI Industrials Index ETF shares in Q3 2014, an estimated $23.6K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4202 holding.
  • UBS first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2013 and has held it in 4 quarters since.
  • UBS's Fidelity MSCI Industrials Index ETF position peaked at $573K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2014.

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