U
IPK

UBS’s SPDR S&P International Technology Sector IPK Stock Holding History

UBS’s Portfolio IPK Stock Details IPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$41K Sell
1,285
-901
-41% -$29.1K ﹤0.01% 7093
2014
Q2 		$72K Buy
2,186
+160
+8% +$5.11K ﹤0.01% 6379
2014
Q1 		$65K Buy
+2,026
New +$63.4K ﹤0.01% 6509
2013
Q4 		– Sell
-693
Closed -$21K – 11058
2013
Q3 		$21K Sell
693
-322
-32% -$9.06K ﹤0.01% 8025
2013
Q2 		$28K Buy
+1,015
New +$28.3K ﹤0.01% 7484

Other funds holding IPK

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

UBS's IPK Position: Q3 2014 in Review

UBS reduced its SPDR S&P International Technology Sector (IPK) stake by 41% in Q3 2014, selling an estimated $29.1K and leaving 1,285 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #7093.

UBS first reported a position in IPK in Q2 2013 and has held it in 5 quarters since. The position peaked at $72K in Q2 2014. 10 funds tracked by Wall St. Rank hold IPK as of Q3 2014.

  • UBS held 1,285 shares of SPDR S&P International Technology Sector worth $41K as of Q3 2014.
  • UBS sold 901 SPDR S&P International Technology Sector shares in Q3 2014, an estimated $29.1K.
  • SPDR S&P International Technology Sector made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7093 holding.
  • UBS first reported a position in SPDR S&P International Technology Sector in Q2 2013 and has held it in 5 quarters since.
  • UBS's SPDR S&P International Technology Sector position peaked at $72K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held SPDR S&P International Technology Sector as of Q3 2014.

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