U
KBWC

UBS’s POWERSHARES KBW CAP MKT PORT KBWC Stock Holding History

UBS’s Portfolio KBWC Stock Details KBWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$72K Buy
1,403
+104
+8% +$5.24K ﹤0.01% 6401
2014
Q2 		$64K Buy
1,299
+542
+72% +$25.8K ﹤0.01% 6535
2014
Q1 		$37K Sell
757
-119
-14% -$5.76K ﹤0.01% 7261
2013
Q4 		$44K Buy
876
+438
+100% +$20.5K ﹤0.01% 7141
2013
Q3 		$19K Buy
+438
New +$18.7K ﹤0.01% 8155

Other funds holding KBWC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's KBWC Position: Q3 2014 in Review

UBS increased its POWERSHARES KBW CAP MKT PORT (KBWC) stake by 8% in Q3 2014, buying an estimated $5.24K and bringing the position to 1,403 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #6401.

UBS first reported a position in KBWC in Q3 2013 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold KBWC as of Q3 2014.

  • UBS held 1,403 shares of POWERSHARES KBW CAP MKT PORT worth $72K as of Q3 2014.
  • UBS bought 104 POWERSHARES KBW CAP MKT PORT shares in Q3 2014, an estimated $5.24K.
  • POWERSHARES KBW CAP MKT PORT made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6401 holding.
  • UBS first reported a position in POWERSHARES KBW CAP MKT PORT in Q3 2013 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held POWERSHARES KBW CAP MKT PORT as of Q3 2014.

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