UBS’s POWERSHARES KBW INS PORT KBWI Stock Holding History

UBS’s Portfolio KBWI Stock Details KBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$64K	Sell	965 -146	-13%	-$9.63K	﹤0.01%	6536
2014 Q2	$74K	Buy	1,111 +109	+11%	+$7.1K	﹤0.01%	6339
2014 Q1	$65K	Buy	+1,002	New	+$63.7K	﹤0.01%	6510
2013 Q4	–	Sell	-466	Closed	-$27K	–	11113
2013 Q3	$27K	Buy	+466	New	+$27K	﹤0.01%	7693

Other funds holding KBWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's KBWI Position: Q3 2014 in Review

UBS reduced its POWERSHARES KBW INS PORT (KBWI) stake by 13% in Q3 2014, selling an estimated $9.63K and leaving 965 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #6536.

UBS first reported a position in KBWI in Q3 2013 and has held it in 4 quarters since. The position peaked at $74K in Q2 2014. 6 funds tracked by Wall St. Rank hold KBWI as of Q3 2014.

UBS held 965 shares of POWERSHARES KBW INS PORT worth $64K as of Q3 2014.
UBS sold 146 POWERSHARES KBW INS PORT shares in Q3 2014, an estimated $9.63K.
POWERSHARES KBW INS PORT made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6536 holding.
UBS first reported a position in POWERSHARES KBW INS PORT in Q3 2013 and has held it in 4 quarters since.
UBS's POWERSHARES KBW INS PORT position peaked at $74K in Q2 2014.
6 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q3 2014.

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