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UBS’s Renaissance IPO ETF IPO Stock Holding History

UBS’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$28K Buy
+1,229
New +$28K ﹤0.01% 7551

Other funds holding IPO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS's IPO Position: Q3 2014 in Review

UBS opened a new position in Renaissance IPO ETF (IPO) in Q3 2014: 1,229 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #7551 among its holdings.

14 funds tracked by Wall St. Rank hold IPO as of Q3 2014.

  • UBS held 1,229 shares of Renaissance IPO ETF worth $28K as of Q3 2014.
  • Renaissance IPO ETF was a new UBS position in Q3 2014.
  • Renaissance IPO ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7551 holding.
  • 14 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2014.

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