U
TIPZ icon

UBS’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

UBS’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$127K Buy
2,242
+426
+23% +$24.7K ﹤0.01% 5697
2014
Q2 		$105K Sell
1,816
-46
-2% -$2.64K ﹤0.01% 5887
2014
Q1 		$104K Sell
1,862
-929
-33% -$52.1K ﹤0.01% 5930
2013
Q4 		$154K Sell
2,791
-2,465
-47% -$138K ﹤0.01% 5573
2013
Q3 		$297K Buy
5,256
+2,869
+120% +$161K ﹤0.01% 4711
2013
Q2 		$134K Buy
+2,387
New +$142K ﹤0.01% 5539

Other funds holding TIPZ

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS's TIPZ Position: Q3 2014 in Review

UBS increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 23% in Q3 2014, buying an estimated $24.7K and bringing the position to 2,242 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #5697.

UBS first reported a position in TIPZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $297K in Q3 2013. 24 funds tracked by Wall St. Rank hold TIPZ as of Q3 2014.

  • UBS held 2,242 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $127K as of Q3 2014.
  • UBS bought 426 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2014, an estimated $24.7K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5697 holding.
  • UBS first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $297K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2014.

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