U
IST

UBS’s SPDR S&P International Telecommunications Sector IST Stock Holding History

UBS’s Portfolio IST Stock Details IST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.14M Buy
44,314
+23,950
+118% +$636K ﹤0.01% 3462
2014
Q2 		$555K Sell
20,364
-4,788
-19% -$130K ﹤0.01% 4127
2014
Q1 		$672K Buy
25,152
+5,335
+27% +$153K ﹤0.01% 3929
2013
Q4 		$588K Sell
19,817
-43,121
-69% -$1.23M ﹤0.01% 4142
2013
Q3 		$1.69M Buy
62,938
+11,691
+23% +$291K ﹤0.01% 2767
2013
Q2 		$1.19M Buy
+51,247
New +$1.24M ﹤0.01% 3141

Other funds holding IST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's IST Position: Q3 2014 in Review

UBS increased its SPDR S&P International Telecommunications Sector (IST) stake by 118% in Q3 2014, buying an estimated $636K and bringing the position to 44,314 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

UBS first reported a position in IST in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.69M in Q3 2013. 11 funds tracked by Wall St. Rank hold IST as of Q3 2014.

  • UBS held 44,314 shares of SPDR S&P International Telecommunications Sector worth $1.14M as of Q3 2014.
  • UBS bought 23,950 SPDR S&P International Telecommunications Sector shares in Q3 2014, an estimated $636K.
  • SPDR S&P International Telecommunications Sector made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3462 holding.
  • UBS first reported a position in SPDR S&P International Telecommunications Sector in Q2 2013 and has held it in 6 quarters since.
  • UBS's SPDR S&P International Telecommunications Sector position peaked at $1.69M in Q3 2013.
  • 11 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q3 2014.

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