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UBS’s iShares US Telecommunications ETF IYZ Stock Holding History

UBS’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5.79M Sell
193,483
-9,955
-5% -$303K ﹤0.01% 1885
2014
Q2 		$6.17M Buy
203,438
+56,399
+38% +$1.67M ﹤0.01% 1766
2014
Q1 		$4.41M Sell
147,039
-11,955
-8% -$349K ﹤0.01% 1986
2013
Q4 		$4.73M Buy
158,994
+7,472
+5% +$214K ﹤0.01% 1923
2013
Q3 		$4.18M Buy
151,522
+18,890
+14% +$519K ﹤0.01% 1863
2013
Q2 		$3.43M Buy
+132,632
New +$3.47M ﹤0.01% 1975

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's IYZ Position: Q3 2014 in Review

UBS reduced its iShares US Telecommunications ETF (IYZ) stake by 4.9% in Q3 2014, selling an estimated $303K and leaving 193,483 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

UBS first reported a position in IYZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.17M in Q2 2014. 98 funds tracked by Wall St. Rank hold IYZ as of Q3 2014.

  • UBS held 193,483 shares of iShares US Telecommunications ETF worth $5.79M as of Q3 2014.
  • UBS sold 9,955 iShares US Telecommunications ETF shares in Q3 2014, an estimated $303K.
  • iShares US Telecommunications ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1885 holding.
  • UBS first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Telecommunications ETF position peaked at $6.17M in Q2 2014.
  • 98 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2014.

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