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UBS’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

UBS’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9.09M Buy
+310,327
New +$9.84M 0.01% 1528
2014
Q2 		– Sell
-52
Closed -$2K – 10548
2014
Q1 		$2K Buy
+52
New +$1.69K ﹤0.01% 10013

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

UBS's FTGC Position: Q3 2014 in Review

UBS opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2014: 310,327 shares worth $9.09M. The stake represents 0.01% of the portfolio and ranks #1528 among its holdings. This is a return to the name: UBS previously reported a position in FTGC as recently as Q1 2014.

UBS first reported a position in FTGC in Q1 2014 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold FTGC as of Q3 2014.

  • UBS held 310,327 shares of First Trust Global Tactical Commodity Strategy Fund worth $9.09M as of Q3 2014.
  • First Trust Global Tactical Commodity Strategy Fund was a new UBS position in Q3 2014.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.01% of UBS's portfolio in Q3 2014, its #1528 holding.
  • UBS first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2014 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2014.

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