U
TDV

UBS’s DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF TDV Stock Holding History

UBS’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$29K Buy
991
+130
+15% +$3.81K ﹤0.01% 7529
2014
Q2 		$26K Buy
861
+112
+15% +$3.29K ﹤0.01% 7770
2014
Q1 		$22K Buy
+749
New +$20.8K ﹤0.01% 7988
2013
Q4 		– Sell
-678
Closed -$18K – 11161
2013
Q3 		$18K Sell
678
-150
-18% -$3.82K ﹤0.01% 8229
2013
Q2 		$21K Buy
+828
New +$19.8K ﹤0.01% 7860

Other funds holding TDV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS's TDV Position: Q3 2014 in Review

UBS increased its DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF (TDV) stake by 15% in Q3 2014, buying an estimated $3.81K and bringing the position to 991 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #7529.

UBS first reported a position in TDV in Q2 2013 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold TDV as of Q3 2014.

  • UBS held 991 shares of DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF worth $29K as of Q3 2014.
  • UBS bought 130 DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF shares in Q3 2014, an estimated $3.81K.
  • DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7529 holding.
  • UBS first reported a position in DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF in Q2 2013 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF as of Q3 2014.

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