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UBS’s iShares Global Healthcare ETF IXJ Stock Holding History

UBS’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$12.5M Sell
256,130
-4,424
-2% -$212K 0.01% 1277
2014
Q2 		$12.3M Buy
260,554
+97,006
+59% +$4.45M 0.01% 1204
2014
Q1 		$7.45M Sell
163,548
-2,110
-1% -$94.2K 0.01% 1493
2013
Q4 		$7.13M Buy
165,658
+3,002
+2% +$125K 0.01% 1548
2013
Q3 		$6.46M Buy
162,656
+4,014
+3% +$157K 0.01% 1492
2013
Q2 		$5.89M Buy
+158,642
New +$6.05M 0.01% 1475

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS's IXJ Position: Q3 2014 in Review

UBS reduced its iShares Global Healthcare ETF (IXJ) stake by 1.7% in Q3 2014, selling an estimated $212K and leaving 256,130 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #1277.

UBS first reported a position in IXJ in Q2 2013 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold IXJ as of Q3 2014.

  • UBS held 256,130 shares of iShares Global Healthcare ETF worth $12.5M as of Q3 2014.
  • UBS sold 4,424 iShares Global Healthcare ETF shares in Q3 2014, an estimated $212K.
  • iShares Global Healthcare ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1277 holding.
  • UBS first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2014.

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