UBS’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

UBS’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$34K	Buy	+1,724	New	+$34K	﹤0.01%	7316
2014 Q1	–	Sell	-244	Closed	-$5K	–	10799
2013 Q4	$5K	Buy	+244	New	+$4.76K	﹤0.01%	9578

Other funds holding TIPX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS's TIPX Position: Q3 2014 in Review

UBS opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2014: 1,724 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #7316 among its holdings. This is a return to the name: UBS previously reported a position in TIPX as recently as Q4 2013.

UBS first reported a position in TIPX in Q4 2013 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold TIPX as of Q3 2014.

UBS held 1,724 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $34K as of Q3 2014.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new UBS position in Q3 2014.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7316 holding.
UBS first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2013 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2014.

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