UBS’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

UBS’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$309K	Buy	11,353 +552	+5%	+$15.2K	﹤0.01%	4744
2014 Q2	$312K	Sell	10,801 -1,561	-13%	-$43.2K	﹤0.01%	4697
2014 Q1	$334K	Buy	12,362 +480	+4%	+$12.3K	﹤0.01%	4656
2013 Q4	$296K	Buy	+11,882	New	+$298K	﹤0.01%	4866

Other funds holding FUTY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS's FUTY Position: Q3 2014 in Review

UBS increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 5.1% in Q3 2014, buying an estimated $15.2K and bringing the position to 11,353 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #4744.

UBS first reported a position in FUTY in Q4 2013 and has held it in 4 quarters since. The position peaked at $334K in Q1 2014. 12 funds tracked by Wall St. Rank hold FUTY as of Q3 2014.

UBS held 11,353 shares of Fidelity MSCI Utilities Index ETF worth $309K as of Q3 2014.
UBS bought 552 Fidelity MSCI Utilities Index ETF shares in Q3 2014, an estimated $15.2K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4744 holding.
UBS first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2013 and has held it in 4 quarters since.
UBS's Fidelity MSCI Utilities Index ETF position peaked at $334K in Q1 2014.
12 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2014.

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