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UBS’s iShares US Consumer Discretionary ETF IYC Stock Holding History

UBS’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$17.1M Sell
549,560
-16,920
-3% -$529K 0.01% 1058
2014
Q2 		$17.5M Sell
566,480
-2,324
-0.4% -$70K 0.01% 960
2014
Q1 		$17.1M Buy
568,804
+25,472
+5% +$765K 0.02% 891
2013
Q4 		$16.5M Buy
543,332
+12,932
+2% +$375K 0.02% 934
2013
Q3 		$14.6M Sell
530,400
-31,912
-6% -$859K 0.01% 881
2013
Q2 		$14.4M Buy
+562,312
New +$14.2M 0.02% 824

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's IYC Position: Q3 2014 in Review

UBS reduced its iShares US Consumer Discretionary ETF (IYC) stake by 3% in Q3 2014, selling an estimated $529K and leaving 549,560 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #1058.

UBS first reported a position in IYC in Q2 2013 and has held it in 6 quarters since. The position peaked at $17.5M in Q2 2014. 84 funds tracked by Wall St. Rank hold IYC as of Q3 2014.

  • UBS held 549,560 shares of iShares US Consumer Discretionary ETF worth $17.1M as of Q3 2014.
  • UBS sold 16,920 iShares US Consumer Discretionary ETF shares in Q3 2014, an estimated $529K.
  • iShares US Consumer Discretionary ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1058 holding.
  • UBS first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Consumer Discretionary ETF position peaked at $17.5M in Q2 2014.
  • 84 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2014.

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