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UBS’s iShares US Consumer Staples ETF IYK Stock Holding History

UBS’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14.2M Buy
431,562
+120
+0% +$3.98K 0.01% 1179
2014
Q2 		$14.3M Buy
431,442
+5,712
+1% +$185K 0.01% 1099
2014
Q1 		$13.5M Sell
425,730
-30,267
-7% -$942K 0.01% 1036
2013
Q4 		$14.5M Buy
455,997
+15,348
+3% +$478K 0.01% 1004
2013
Q3 		$13.1M Sell
440,649
-6,699
-1% -$201K 0.01% 939
2013
Q2 		$12.9M Buy
+447,348
New +$13M 0.02% 895

Other funds holding IYK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's IYK Position: Q3 2014 in Review

UBS increased its iShares US Consumer Staples ETF (IYK) stake by 0.03% in Q3 2014, buying an estimated $3.98K and bringing the position to 431,562 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #1179.

UBS first reported a position in IYK in Q2 2013 and has held it in 6 quarters since. The position peaked at $14.5M in Q4 2013. 69 funds tracked by Wall St. Rank hold IYK as of Q3 2014.

  • UBS held 431,562 shares of iShares US Consumer Staples ETF worth $14.2M as of Q3 2014.
  • UBS bought 120 iShares US Consumer Staples ETF shares in Q3 2014, an estimated $3.98K.
  • iShares US Consumer Staples ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1179 holding.
  • UBS first reported a position in iShares US Consumer Staples ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Consumer Staples ETF position peaked at $14.5M in Q4 2013.
  • 69 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2014.

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