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UBS’s iShares US Regional Banks ETF IAT Stock Holding History

UBS’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9.82M Buy
296,336
+35,551
+14% +$1.2M 0.01% 1462
2014
Q2 		$9.04M Buy
260,785
+3,213
+1% +$108K 0.01% 1458
2014
Q1 		$9.01M Buy
257,572
+1,709
+0.7% +$57.2K 0.01% 1340
2013
Q4 		$8.46M Sell
255,863
-144,325
-36% -$4.55M 0.01% 1399
2013
Q3 		$11.9M Buy
400,188
+220,819
+123% +$6.76M 0.01% 998
2013
Q2 		$5.25M Buy
+179,369
New +$4.95M 0.01% 1570

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's IAT Position: Q3 2014 in Review

UBS increased its iShares US Regional Banks ETF (IAT) stake by 14% in Q3 2014, buying an estimated $1.2M and bringing the position to 296,336 shares worth $9.82M. The position accounts for 0.01% of the portfolio, ranked #1462.

UBS first reported a position in IAT in Q2 2013 and has held it in 6 quarters since. The position peaked at $11.9M in Q3 2013. 70 funds tracked by Wall St. Rank hold IAT as of Q3 2014.

  • UBS held 296,336 shares of iShares US Regional Banks ETF worth $9.82M as of Q3 2014.
  • UBS bought 35,551 iShares US Regional Banks ETF shares in Q3 2014, an estimated $1.2M.
  • iShares US Regional Banks ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1462 holding.
  • UBS first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Regional Banks ETF position peaked at $11.9M in Q3 2013.
  • 70 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2014.

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