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UBS’s iShares US Basic Materials ETF IYM Stock Holding History

UBS’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7.4M Buy
85,970
+6,903
+9% +$605K 0.01% 1688
2014
Q2 		$6.92M Buy
79,067
+6,098
+8% +$518K 0.01% 1661
2014
Q1 		$6.08M Sell
72,969
-21,895
-23% -$1.77M 0.01% 1675
2013
Q4 		$7.72M Buy
94,864
+50,112
+112% +$3.89M 0.01% 1477
2013
Q3 		$3.31M Buy
44,752
+5,133
+13% +$368K ﹤0.01% 2087
2013
Q2 		$2.66M Buy
+39,619
New +$2.77M ﹤0.01% 2241

Other funds holding IYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's IYM Position: Q3 2014 in Review

UBS increased its iShares US Basic Materials ETF (IYM) stake by 8.7% in Q3 2014, buying an estimated $605K and bringing the position to 85,970 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #1688.

UBS first reported a position in IYM in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.72M in Q4 2013. 102 funds tracked by Wall St. Rank hold IYM as of Q3 2014.

  • UBS held 85,970 shares of iShares US Basic Materials ETF worth $7.4M as of Q3 2014.
  • UBS bought 6,903 iShares US Basic Materials ETF shares in Q3 2014, an estimated $605K.
  • iShares US Basic Materials ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1688 holding.
  • UBS first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Basic Materials ETF position peaked at $7.72M in Q4 2013.
  • 102 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2014.

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