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UBS’s iShares US Medical Devices ETF IHI Stock Holding History

UBS’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7.84M Buy
473,040
+65,100
+16% +$1.11M 0.01% 1651
2014
Q2 		$6.94M Buy
407,940
+1,926
+0.5% +$31.5K 0.01% 1658
2014
Q1 		$6.69M Buy
406,014
+3,066
+0.8% +$49.2K 0.01% 1579
2013
Q4 		$6.23M Buy
402,948
+12,066
+3% +$180K 0.01% 1661
2013
Q3 		$5.52M Sell
390,882
-2,628
-0.7% -$36.1K 0.01% 1624
2013
Q2 		$5.15M Buy
+393,510
New +$5.1M 0.01% 1582

Other funds holding IHI

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 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
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS's IHI Position: Q3 2014 in Review

UBS increased its iShares US Medical Devices ETF (IHI) stake by 16% in Q3 2014, buying an estimated $1.11M and bringing the position to 473,040 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #1651.

UBS first reported a position in IHI in Q2 2013 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold IHI as of Q3 2014.

  • UBS held 473,040 shares of iShares US Medical Devices ETF worth $7.84M as of Q3 2014.
  • UBS bought 65,100 iShares US Medical Devices ETF shares in Q3 2014, an estimated $1.11M.
  • iShares US Medical Devices ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1651 holding.
  • UBS first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 6 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2014.

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