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UBS’s Global X Guru Index ETF GURU Stock Holding History

UBS’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2.85M Buy
108,393
+43,097
+66% +$1.14M ﹤0.01% 2575
2014
Q2 		$1.73M Buy
65,296
+9,583
+17% +$241K ﹤0.01% 3006
2014
Q1 		$1.38M Buy
55,713
+21,708
+64% +$541K ﹤0.01% 3146
2013
Q4 		$871K Buy
+34,005
New +$823K ﹤0.01% 3698

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS's GURU Position: Q3 2014 in Review

UBS increased its Global X Guru Index ETF (GURU) stake by 66% in Q3 2014, buying an estimated $1.14M and bringing the position to 108,393 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

UBS first reported a position in GURU in Q4 2013 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold GURU as of Q3 2014.

  • UBS held 108,393 shares of Global X Guru Index ETF worth $2.85M as of Q3 2014.
  • UBS bought 43,097 Global X Guru Index ETF shares in Q3 2014, an estimated $1.14M.
  • Global X Guru Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2575 holding.
  • UBS first reported a position in Global X Guru Index ETF in Q4 2013 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2014.

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