U
PWT

UBS’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

UBS’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$909K Buy
38,555
+2,145
+6% +$50.6K ﹤0.01% 3685
2014
Q2 		$908K Buy
36,410
+686
+2% +$17.1K ﹤0.01% 3642
2014
Q1 		$876K Buy
35,724
+1,740
+5% +$42.7K ﹤0.01% 3619
2013
Q4 		$804K Sell
33,984
-16,494
-33% -$390K ﹤0.01% 3786
2013
Q3 		$1.11M Buy
50,478
+5,551
+12% +$122K ﹤0.01% 3223
2013
Q2 		$908K Buy
+44,927
New +$908K ﹤0.01% 3450

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's PWT Position: Q3 2014 in Review

UBS increased its POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) stake by 5.9% in Q3 2014, buying an estimated $50.6K and bringing the position to 38,555 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

UBS first reported a position in PWT in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2013. 17 funds tracked by Wall St. Rank hold PWT as of Q3 2014.

  • UBS held 38,555 shares of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO worth $909K as of Q3 2014.
  • UBS bought 2,145 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q3 2014, an estimated $50.6K.
  • POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3685 holding.
  • UBS first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2013 and has held it in 6 quarters since.
  • UBS's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $1.11M in Q3 2013.
  • 17 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q3 2014.

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