U
MONY

UBS’s ISHARES TR FINLS BD ETF MONY Stock Holding History

UBS’s Portfolio MONY Stock Details MONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$50K Buy
949
+891
+1,536% +$47.2K ﹤0.01% 6840
2014
Q2 		$3K Buy
+58
New +$3.05K ﹤0.01% 9942
2013
Q3 		– Sell
-142
Closed -$7K – 11060
2013
Q2 		$7K Buy
+142
New +$7.45K ﹤0.01% 9061

Other funds holding MONY

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's MONY Position: Q3 2014 in Review

UBS increased its ISHARES TR FINLS BD ETF (MONY) stake by 1,536% in Q3 2014, buying an estimated $47.2K and bringing the position to 949 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #6840.

UBS first reported a position in MONY in Q2 2013 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold MONY as of Q3 2014.

  • UBS held 949 shares of ISHARES TR FINLS BD ETF worth $50K as of Q3 2014.
  • UBS bought 891 ISHARES TR FINLS BD ETF shares in Q3 2014, an estimated $47.2K.
  • ISHARES TR FINLS BD ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6840 holding.
  • UBS first reported a position in ISHARES TR FINLS BD ETF in Q2 2013 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held ISHARES TR FINLS BD ETF as of Q3 2014.

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