UBS’s iShares US Insurance ETF IAK Stock Holding History

UBS’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$462K	Sell	9,813 -48	-0.5%	-$2.28K	﹤0.01%	4358
2014 Q2	$471K	Sell	9,861 -9,147	-48%	-$426K	﹤0.01%	4282
2014 Q1	$873K	Sell	19,008 -4,199	-18%	-$190K	﹤0.01%	3624
2013 Q4	$1.1M	Buy	23,207 +4,407	+23%	+$200K	﹤0.01%	3434
2013 Q3	$807K	Buy	18,800 +2,567	+16%	+$110K	﹤0.01%	3585
2013 Q2	$661K	Buy	+16,233	New	+$643K	﹤0.01%	3798

Other funds holding IAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS's IAK Position: Q3 2014 in Review

UBS reduced its iShares US Insurance ETF (IAK) stake by 0.49% in Q3 2014, selling an estimated $2.28K and leaving 9,813 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #4358.

UBS first reported a position in IAK in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2013. 33 funds tracked by Wall St. Rank hold IAK as of Q3 2014.

UBS held 9,813 shares of iShares US Insurance ETF worth $462K as of Q3 2014.
UBS sold 48 iShares US Insurance ETF shares in Q3 2014, an estimated $2.28K.
iShares US Insurance ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4358 holding.
UBS first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 6 quarters since.
UBS's iShares US Insurance ETF position peaked at $1.1M in Q4 2013.
33 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2014.

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