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UBS’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

UBS’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$131K Buy
5,002
+2,818
+129% +$76.4K ﹤0.01% 5662
2014
Q2 		$61K Buy
2,184
+103
+5% +$2.74K ﹤0.01% 6614
2014
Q1 		$57K Sell
2,081
-139
-6% -$3.74K ﹤0.01% 6666
2013
Q4 		$61K Buy
+2,220
New +$57.2K ﹤0.01% 6705

Other funds holding ROBO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
VP
Value Partners Hong Kong $158M AUM 21.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS's ROBO Position: Q3 2014 in Review

UBS increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 129% in Q3 2014, buying an estimated $76.4K and bringing the position to 5,002 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #5662.

UBS first reported a position in ROBO in Q4 2013 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold ROBO as of Q3 2014.

  • UBS held 5,002 shares of ROBO Global Robotics & Automation Index ETF worth $131K as of Q3 2014.
  • UBS bought 2,818 ROBO Global Robotics & Automation Index ETF shares in Q3 2014, an estimated $76.4K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5662 holding.
  • UBS first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2013 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2014.

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