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UBS’s Marine Petroleum Trust MARPS Stock Holding History

UBS’s Portfolio MARPS Stock Details MARPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$7K Buy
+435
New +$7.21K ﹤0.01% 9168
2013
Q4 		– Sell
-775
Closed -$13K – 10601
2013
Q3 		$13K Buy
775
+344
+80% +$5.88K ﹤0.01% 8557
2013
Q2 		$7K Buy
+431
New +$6.68K ﹤0.01% 8985

Other funds holding MARPS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
GGPS
Gary Goldberg Planning Services Suffern, New York $238M AUM 11.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's MARPS Position: Q3 2014 in Review

UBS opened a new position in Marine Petroleum Trust (MARPS) in Q3 2014: 435 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #9168 among its holdings. This is a return to the name: UBS previously reported a position in MARPS as recently as Q3 2013.

UBS first reported a position in MARPS in Q2 2013 and has held it in 3 quarters since. The position peaked at $13K in Q3 2013. 12 funds tracked by Wall St. Rank hold MARPS as of Q3 2014.

  • UBS held 435 shares of Marine Petroleum Trust worth $7K as of Q3 2014.
  • Marine Petroleum Trust was a new UBS position in Q3 2014.
  • Marine Petroleum Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9168 holding.
  • UBS first reported a position in Marine Petroleum Trust in Q2 2013 and has held it in 3 quarters since.
  • UBS's Marine Petroleum Trust position peaked at $13K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held Marine Petroleum Trust as of Q3 2014.

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