U
PWJ

UBS’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

UBS’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.77M Sell
57,886
-3,468
-6% -$106K ﹤0.01% 3014
2014
Q2 		$1.89M Buy
61,354
+16,727
+37% +$515K ﹤0.01% 2916
2014
Q1 		$1.34M Sell
44,627
-8,173
-15% -$246K ﹤0.01% 3176
2013
Q4 		$1.53M Sell
52,800
-14,481
-22% -$420K ﹤0.01% 3081
2013
Q3 		$1.82M Buy
67,281
+6,010
+10% +$163K ﹤0.01% 2691
2013
Q2 		$1.58M Buy
+61,271
New +$1.58M ﹤0.01% 2816

Other funds holding PWJ

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

UBS's PWJ Position: Q3 2014 in Review

UBS reduced its POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) stake by 5.7% in Q3 2014, selling an estimated $106K and leaving 57,886 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

UBS first reported a position in PWJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2014. 25 funds tracked by Wall St. Rank hold PWJ as of Q3 2014.

  • UBS held 57,886 shares of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO worth $1.77M as of Q3 2014.
  • UBS sold 3,468 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2014, an estimated $106K.
  • POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3014 holding.
  • UBS first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and has held it in 6 quarters since.
  • UBS's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $1.89M in Q2 2014.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2014.

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