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UBS’s iShares Expanded Tech Sector ETF IGM Stock Holding History

UBS’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7.78M Buy
476,718
+13,572
+3% +$221K 0.01% 1656
2014
Q2 		$7.35M Buy
463,146
+588
+0.1% +$8.95K 0.01% 1602
2014
Q1 		$7.01M Sell
462,558
-60,738
-12% -$913K 0.01% 1536
2013
Q4 		$7.81M Buy
523,296
+67,206
+15% +$942K 0.01% 1469
2013
Q3 		$6.07M Buy
456,090
+10,482
+2% +$137K 0.01% 1547
2013
Q2 		$5.53M Buy
+445,608
New +$5.5M 0.01% 1529

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

UBS's IGM Position: Q3 2014 in Review

UBS increased its iShares Expanded Tech Sector ETF (IGM) stake by 2.9% in Q3 2014, buying an estimated $221K and bringing the position to 476,718 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #1656.

UBS first reported a position in IGM in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.81M in Q4 2013. 80 funds tracked by Wall St. Rank hold IGM as of Q3 2014.

  • UBS held 476,718 shares of iShares Expanded Tech Sector ETF worth $7.78M as of Q3 2014.
  • UBS bought 13,572 iShares Expanded Tech Sector ETF shares in Q3 2014, an estimated $221K.
  • iShares Expanded Tech Sector ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1656 holding.
  • UBS first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares Expanded Tech Sector ETF position peaked at $7.81M in Q4 2013.
  • 80 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2014.

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