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UBS’s iShares US Industrials ETF IYJ Stock Holding History

UBS’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$12.6M Buy
249,022
+7,786
+3% +$400K 0.01% 1271
2014
Q2 		$12.5M Buy
241,236
+8,628
+4% +$440K 0.01% 1188
2014
Q1 		$11.7M Sell
232,608
-22,688
-9% -$1.13M 0.01% 1138
2013
Q4 		$12.9M Buy
255,296
+62,790
+33% +$3M 0.01% 1077
2013
Q3 		$8.71M Buy
192,506
+13,254
+7% +$585K 0.01% 1240
2013
Q2 		$7.43M Buy
+179,252
New +$7.42M 0.01% 1268

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS's IYJ Position: Q3 2014 in Review

UBS increased its iShares US Industrials ETF (IYJ) stake by 3.2% in Q3 2014, buying an estimated $400K and bringing the position to 249,022 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #1271.

UBS first reported a position in IYJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $12.9M in Q4 2013. 110 funds tracked by Wall St. Rank hold IYJ as of Q3 2014.

  • UBS held 249,022 shares of iShares US Industrials ETF worth $12.6M as of Q3 2014.
  • UBS bought 7,786 iShares US Industrials ETF shares in Q3 2014, an estimated $400K.
  • iShares US Industrials ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1271 holding.
  • UBS first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Industrials ETF position peaked at $12.9M in Q4 2013.
  • 110 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2014.

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