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UBS’s iShares US Utilities ETF IDU Stock Holding History

UBS’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5.16M Buy
98,014
+9,472
+11% +$504K ﹤0.01% 1999
2014
Q2 		$4.93M Sell
88,542
-2,166
-2% -$116K ﹤0.01% 1986
2014
Q1 		$4.72M Buy
90,708
+12,780
+16% +$634K ﹤0.01% 1926
2013
Q4 		$3.73M Sell
77,928
-11,662
-13% -$560K ﹤0.01% 2156
2013
Q3 		$4.21M Sell
89,590
-12,816
-13% -$613K ﹤0.01% 1859
2013
Q2 		$4.84M Buy
+102,406
New +$5M 0.01% 1655

Other funds holding IDU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's IDU Position: Q3 2014 in Review

UBS increased its iShares US Utilities ETF (IDU) stake by 11% in Q3 2014, buying an estimated $504K and bringing the position to 98,014 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

UBS first reported a position in IDU in Q2 2013 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold IDU as of Q3 2014.

  • UBS held 98,014 shares of iShares US Utilities ETF worth $5.16M as of Q3 2014.
  • UBS bought 9,472 iShares US Utilities ETF shares in Q3 2014, an estimated $504K.
  • iShares US Utilities ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1999 holding.
  • UBS first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2014.

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