U
IFNA

UBS’s ISHARES NORTH AMERICA REAL ESTATE ETF IFNA Stock Holding History

UBS’s Portfolio IFNA Stock Details IFNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,503
Closed -$71K – 11261
2013
Q4 		$71K Buy
1,503
+942
+168% +$44.9K ﹤0.01% 6499
2013
Q3 		$26K Buy
+561
New +$27.2K ﹤0.01% 7749

Other funds holding IFNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS's IFNA Position: Q1 2014 in Review

UBS sold out of ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) in Q1 2014, closing a stake of 1,503 shares — an estimated $71K sold.

UBS first reported a position in IFNA in Q3 2013 and held it in 2 quarters. The position peaked at $71K in Q4 2013. 20 funds tracked by Wall St. Rank hold IFNA as of Q1 2014.

  • UBS reported no remaining ISHARES NORTH AMERICA REAL ESTATE ETF position as of Q1 2014 after selling out during the quarter.
  • UBS sold 1,503 ISHARES NORTH AMERICA REAL ESTATE ETF shares in Q1 2014, an estimated $71K.
  • UBS first reported a position in ISHARES NORTH AMERICA REAL ESTATE ETF in Q3 2013 and held it in 2 quarters.
  • UBS's ISHARES NORTH AMERICA REAL ESTATE ETF position peaked at $71K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held ISHARES NORTH AMERICA REAL ESTATE ETF as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.