UBS’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

UBS’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$123K	Sell	4,500 -500	-10%	-$14.1K	﹤0.01%	5745
2014 Q2	$143K	Buy	5,000 +1,500	+43%	+$41.2K	﹤0.01%	5525
2014 Q1	$96K	Sell	3,500 -1,000	-22%	-$26.9K	﹤0.01%	6020
2013 Q4	$120K	Buy	+4,500	New	+$116K	﹤0.01%	5860

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's IJH Position: Q3 2014 in Review

UBS increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q3 2014, buying an estimated $17.9M and bringing the position to 10,771,590 shares worth $295M. The position accounts for 0.22% of the portfolio, ranked #88.

UBS first reported a position in IJH in Q2 2013 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IJH as of Q3 2014.

UBS held 10,771,590 shares of iShares Core S&P Mid-Cap ETF worth $295M as of Q3 2014.
UBS bought 633,625 iShares Core S&P Mid-Cap ETF shares in Q3 2014, an estimated $17.9M.
iShares Core S&P Mid-Cap ETF made up 0.22% of UBS's portfolio in Q3 2014, its #88 holding.
UBS first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2014.

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