UBS’s DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF TDH Stock Holding History

UBS’s Portfolio TDH Stock Details TDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$39K	Buy	1,401 +72	+5%	+$1.99K	﹤0.01%	7154
2014 Q2	$37K	Buy	1,329 +386	+41%	+$10.6K	﹤0.01%	7302
2014 Q1	$26K	Buy	943 +7	+0.7%	+$190	﹤0.01%	7777
2013 Q4	$26K	Sell	936 -747	-44%	-$19.3K	﹤0.01%	7859
2013 Q3	$42K	Buy	1,683 +611	+57%	+$15.7K	﹤0.01%	7102
2013 Q2	$28K	Buy	+1,072	New	+$26.5K	﹤0.01%	7495

Other funds holding TDH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

UBS's TDH Position: Q3 2014 in Review

UBS increased its DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF (TDH) stake by 5.4% in Q3 2014, buying an estimated $1.99K and bringing the position to 1,401 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #7154.

UBS first reported a position in TDH in Q2 2013 and has held it in 6 quarters since. The position peaked at $42K in Q3 2013. 5 funds tracked by Wall St. Rank hold TDH as of Q3 2014.

UBS held 1,401 shares of DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF worth $39K as of Q3 2014.
UBS bought 72 DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF shares in Q3 2014, an estimated $1.99K.
DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7154 holding.
UBS first reported a position in DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF in Q2 2013 and has held it in 6 quarters since.
UBS's DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF position peaked at $42K in Q3 2013.
5 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2020 TARGET DATE ETF as of Q3 2014.

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