U
GULF

UBS’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

UBS’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$102K Buy
4,196
+3,014
+255% +$70.8K ﹤0.01% 5970
2014
Q2 		$25K Buy
1,182
+349
+42% +$8.1K ﹤0.01% 7811
2014
Q1 		$19K Hold
833
– – ﹤0.01% 8185
2013
Q4 		$17K Sell
833
-69
-8% -$1.31K ﹤0.01% 8372
2013
Q3 		$16K Buy
902
+676
+299% +$12.1K ﹤0.01% 8331
2013
Q2 		$4K Buy
+226
New +$3.97K ﹤0.01% 9468

Other funds holding GULF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS's GULF Position: Q3 2014 in Review

UBS increased its WisdomTree Middle East Dividend Fund (GULF) stake by 255% in Q3 2014, buying an estimated $70.8K and bringing the position to 4,196 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #5970.

UBS first reported a position in GULF in Q2 2013 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold GULF as of Q3 2014.

  • UBS held 4,196 shares of WisdomTree Middle East Dividend Fund worth $102K as of Q3 2014.
  • UBS bought 3,014 WisdomTree Middle East Dividend Fund shares in Q3 2014, an estimated $70.8K.
  • WisdomTree Middle East Dividend Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5970 holding.
  • UBS first reported a position in WisdomTree Middle East Dividend Fund in Q2 2013 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q3 2014.

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