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UBS’s iShares US Healthcare ETF IYH Stock Holding History

UBS’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$32.3M Buy
1,202,250
+170,395
+17% +$4.49M 0.02% 697
2014
Q2 		$26.5M Buy
1,031,855
+13,980
+1% +$345K 0.02% 725
2014
Q1 		$25M Buy
1,017,875
+66,300
+7% +$1.61M 0.02% 669
2013
Q4 		$22.2M Buy
951,575
+92,855
+11% +$2.09M 0.02% 740
2013
Q3 		$18.4M Buy
858,720
+74,840
+10% +$1.59M 0.02% 757
2013
Q2 		$15.7M Buy
+783,880
New +$15.8M 0.02% 775

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS's IYH Position: Q3 2014 in Review

UBS increased its iShares US Healthcare ETF (IYH) stake by 17% in Q3 2014, buying an estimated $4.49M and bringing the position to 1,202,250 shares worth $32.3M. The position accounts for 0.02% of the portfolio, ranked #697.

UBS first reported a position in IYH in Q2 2013 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold IYH as of Q3 2014.

  • UBS held 1,202,250 shares of iShares US Healthcare ETF worth $32.3M as of Q3 2014.
  • UBS bought 170,395 iShares US Healthcare ETF shares in Q3 2014, an estimated $4.49M.
  • iShares US Healthcare ETF made up 0.02% of UBS's portfolio in Q3 2014, its #697 holding.
  • UBS first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2014.

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