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UBS’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

UBS’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$75K Buy
904
+121
+15% +$10.2K ﹤0.01% 6345
2014
Q2 		$67K Buy
783
+624
+392% +$51.2K ﹤0.01% 6474
2014
Q1 		$13K Buy
+159
New +$12.7K ﹤0.01% 8619

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

UBS's TILT Position: Q3 2014 in Review

UBS increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 15% in Q3 2014, buying an estimated $10.2K and bringing the position to 904 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #6345.

UBS first reported a position in TILT in Q1 2014 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold TILT as of Q3 2014.

  • UBS held 904 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $75K as of Q3 2014.
  • UBS bought 121 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q3 2014, an estimated $10.2K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6345 holding.
  • UBS first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2014 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q3 2014.

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