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UBS’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

UBS’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$92K Buy
+1,500
New +$92.8K ﹤0.01% 6086

Other funds holding SIZE

ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

UBS's SIZE Position: Q3 2014 in Review

UBS opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q3 2014: 1,500 shares worth $92K. The stake represents ﹤0.01% of the portfolio and ranks #6086 among its holdings.

6 funds tracked by Wall St. Rank hold SIZE as of Q3 2014.

  • UBS held 1,500 shares of iShares MSCI USA Size Factor ETF worth $92K as of Q3 2014.
  • iShares MSCI USA Size Factor ETF was a new UBS position in Q3 2014.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6086 holding.
  • 6 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2014.

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