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UBS’s Invesco Active US Real Estate Fund PSR Stock Holding History

UBS’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$65K Buy
1,004
+855
+574% +$57.2K ﹤0.01% 6512
2014
Q2 		$10K Sell
149
-528
-78% -$34K ﹤0.01% 8895
2014
Q1 		$42K Buy
+677
New +$40.5K ﹤0.01% 7070
2013
Q4 		– Sell
-855
Closed -$49K – 10683
2013
Q3 		$49K Buy
+855
New +$50.3K ﹤0.01% 6891

Other funds holding PSR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's PSR Position: Q3 2014 in Review

UBS increased its Invesco Active US Real Estate Fund (PSR) stake by 574% in Q3 2014, buying an estimated $57.2K and bringing the position to 1,004 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #6512.

UBS first reported a position in PSR in Q3 2013 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold PSR as of Q3 2014.

  • UBS held 1,004 shares of Invesco Active US Real Estate Fund worth $65K as of Q3 2014.
  • UBS bought 855 Invesco Active US Real Estate Fund shares in Q3 2014, an estimated $57.2K.
  • Invesco Active US Real Estate Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6512 holding.
  • UBS first reported a position in Invesco Active US Real Estate Fund in Q3 2013 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2014.

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