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UBS’s iShares US Technology ETF IYW Stock Holding History

UBS’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$53.2M Sell
2,112,608
-34,780
-2% -$869K 0.04% 481
2014
Q2 		$52M Sell
2,147,388
-35,736
-2% -$825K 0.04% 437
2014
Q1 		$49.7M Buy
2,183,124
+143,664
+7% +$3.21M 0.04% 407
2013
Q4 		$45.1M Sell
2,039,460
-492,020
-19% -$10.2M 0.04% 426
2013
Q3 		$49.9M Buy
2,531,480
+372,548
+17% +$7.24M 0.05% 341
2013
Q2 		$39.7M Buy
+2,158,932
New +$40.1M 0.05% 385

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS's IYW Position: Q3 2014 in Review

UBS reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q3 2014, selling an estimated $869K and leaving 2,112,608 shares worth $53.2M. The position accounts for 0.04% of the portfolio, ranked #481.

UBS first reported a position in IYW in Q2 2013 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold IYW as of Q3 2014.

  • UBS held 2,112,608 shares of iShares US Technology ETF worth $53.2M as of Q3 2014.
  • UBS sold 34,780 iShares US Technology ETF shares in Q3 2014, an estimated $869K.
  • iShares US Technology ETF made up 0.04% of UBS's portfolio in Q3 2014, its #481 holding.
  • UBS first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2014.

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