UBS’s PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF FIVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$190K Buy
2,397
+692
+41% +$54.9K ﹤0.01% 5240
2014
Q2
$135K Sell
1,705
-714
-30% -$56.5K ﹤0.01% 5606
2014
Q1
$191K Buy
2,419
+576
+31% +$45.6K ﹤0.01% 5242
2013
Q4
$144K Sell
1,843
-4
-0.2% -$318 ﹤0.01% 5656
2013
Q3
$147K Buy
1,847
+582
+46% +$46K ﹤0.01% 5563
2013
Q2
$100K Buy
+1,265
New +$102K ﹤0.01% 5911

Other funds holding FIVZ

UBS's FIVZ Position: Q3 2014 in Review

UBS increased its PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF (FIVZ) stake by 41% in Q3 2014, buying an estimated $54.9K and bringing the position to 2,397 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #5240.

UBS first reported a position in FIVZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $191K in Q1 2014. 8 funds tracked by Wall St. Rank hold FIVZ as of Q3 2014.

  • UBS held 2,397 shares of PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF worth $190K as of Q3 2014.
  • UBS bought 692 PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF shares in Q3 2014, an estimated $54.9K.
  • PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5240 holding.
  • UBS first reported a position in PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF position peaked at $191K in Q1 2014.
  • 8 funds tracked by Wall St. Rank held PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF as of Q3 2014.

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