UBS’s Global X Permanent ETF PERM Stock Holding History

UBS’s Portfolio PERM Stock Details PERM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$28K	Buy	1,176 +30	+3%	+$735	﹤0.01%	7593
2014 Q2	$28K	Sell	1,146 -594	-34%	-$14.3K	﹤0.01%	7677
2014 Q1	$42K	Buy	1,740 +1,671	+2,422%	+$39.4K	﹤0.01%	7098
2013 Q4	$2K	Sell	69 -1,120	-94%	-$26.6K	﹤0.01%	10149
2013 Q3	$28K	Buy	1,189 +418	+54%	+$9.9K	﹤0.01%	7660
2013 Q2	$18K	Buy	+771	New	+$18.8K	﹤0.01%	8052

Other funds holding PERM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS's PERM Position: Q3 2014 in Review

UBS increased its Global X Permanent ETF (PERM) stake by 2.6% in Q3 2014, buying an estimated $735 and bringing the position to 1,176 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #7593.

UBS first reported a position in PERM in Q2 2013 and has held it in 6 quarters since. The position peaked at $42K in Q1 2014. 4 funds tracked by Wall St. Rank hold PERM as of Q3 2014.

UBS held 1,176 shares of Global X Permanent ETF worth $28K as of Q3 2014.
UBS bought 30 Global X Permanent ETF shares in Q3 2014, an estimated $735.
Global X Permanent ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7593 holding.
UBS first reported a position in Global X Permanent ETF in Q2 2013 and has held it in 6 quarters since.
UBS's Global X Permanent ETF position peaked at $42K in Q1 2014.
4 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q3 2014.

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