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UBS’s iShares US Healthcare Providers ETF IHF Stock Holding History

UBS’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7.63M Sell
356,995
-50,545
-12% -$1.08M 0.01% 1668
2014
Q2 		$8.38M Buy
407,540
+2,615
+0.6% +$51.6K 0.01% 1513
2014
Q1 		$8.01M Sell
404,925
-32,120
-7% -$608K 0.01% 1435
2013
Q4 		$8.15M Buy
437,045
+34,560
+9% +$623K 0.01% 1434
2013
Q3 		$7.02M Buy
402,485
+21,290
+6% +$372K 0.01% 1413
2013
Q2 		$6.4M Buy
+381,195
New +$6.16M 0.01% 1400

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

UBS's IHF Position: Q3 2014 in Review

UBS reduced its iShares US Healthcare Providers ETF (IHF) stake by 12% in Q3 2014, selling an estimated $1.08M and leaving 356,995 shares worth $7.63M. The position accounts for 0.01% of the portfolio, ranked #1668.

UBS first reported a position in IHF in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.38M in Q2 2014. 69 funds tracked by Wall St. Rank hold IHF as of Q3 2014.

  • UBS held 356,995 shares of iShares US Healthcare Providers ETF worth $7.63M as of Q3 2014.
  • UBS sold 50,545 iShares US Healthcare Providers ETF shares in Q3 2014, an estimated $1.08M.
  • iShares US Healthcare Providers ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1668 holding.
  • UBS first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Healthcare Providers ETF position peaked at $8.38M in Q2 2014.
  • 69 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2014.

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