UBS’s iShares New York Muni Bond ETF NYF Stock Holding History

UBS’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.09M	Buy	19,694 +800	+4%	+$44.1K	﹤0.01%	3499
2014 Q2	$1.04M	Buy	18,894 +174	+0.9%	+$9.5K	﹤0.01%	3501
2014 Q1	$1.01M	Buy	18,720 +5,852	+45%	+$313K	﹤0.01%	3479
2013 Q4	$672K	Sell	12,868 -4,288	-25%	-$225K	﹤0.01%	3997
2013 Q3	$890K	Sell	17,156 -5,274	-24%	-$272K	﹤0.01%	3479
2013 Q2	$1.17M	Buy	+22,430	New	+$1.23M	﹤0.01%	3155

Other funds holding NYF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS's NYF Position: Q3 2014 in Review

UBS increased its iShares New York Muni Bond ETF (NYF) stake by 4.2% in Q3 2014, buying an estimated $44.1K and bringing the position to 19,694 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

UBS first reported a position in NYF in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2013. 32 funds tracked by Wall St. Rank hold NYF as of Q3 2014.

UBS held 19,694 shares of iShares New York Muni Bond ETF worth $1.09M as of Q3 2014.
UBS bought 800 iShares New York Muni Bond ETF shares in Q3 2014, an estimated $44.1K.
iShares New York Muni Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3499 holding.
UBS first reported a position in iShares New York Muni Bond ETF in Q2 2013 and has held it in 6 quarters since.
UBS's iShares New York Muni Bond ETF position peaked at $1.17M in Q2 2013.
32 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2014.

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