U
KOL

UBS’s VanEck Vectors Coal ETF KOL Stock Holding History

UBS’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$34K Buy
+200
New +$37.6K ﹤0.01% 7324
2014
Q2 		– Sell
-340
Closed -$63K – 11008
2014
Q1 		$63K Buy
340
+20
+6% +$3.6K ﹤0.01% 6553
2013
Q4 		$62K Buy
320
+80
+33% +$15.8K ﹤0.01% 6689
2013
Q3 		$46K Buy
+240
New +$44.9K ﹤0.01% 6983

Other funds holding KOL

EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LA
Leonetti & Associates Buffalo Grove, Illinois $272M AUM 4.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's KOL Position: Q3 2014 in Review

UBS increased its VanEck Vectors Coal ETF (KOL) stake by 44% in Q3 2014, buying an estimated $1.23M and bringing the position to 21,539 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

UBS first reported a position in KOL in Q2 2013 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold KOL as of Q3 2014.

  • UBS held 21,539 shares of VanEck Vectors Coal ETF worth $3.69M as of Q3 2014.
  • UBS bought 6,562 VanEck Vectors Coal ETF shares in Q3 2014, an estimated $1.23M.
  • VanEck Vectors Coal ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2327 holding.
  • UBS first reported a position in VanEck Vectors Coal ETF in Q2 2013 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q3 2014.

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