UBS’s ISHARES TR TARGET DATE 2050 ETF TZY Stock Holding History

UBS’s Portfolio TZY Stock Details TZY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-23	Closed	-$1K	–	11321
2013 Q4	$1K	Buy	+23	New	+$766	﹤0.01%	10287

Other funds holding TZY

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's TZY Position: Q1 2014 in Review

UBS sold out of ISHARES TR TARGET DATE 2050 ETF (TZY) in Q1 2014, closing a stake of 23 shares — an estimated $1K sold.

UBS first reported a position in TZY in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 2 funds tracked by Wall St. Rank hold TZY as of Q1 2014.

UBS reported no remaining ISHARES TR TARGET DATE 2050 ETF position as of Q1 2014 after selling out during the quarter.
UBS sold 23 ISHARES TR TARGET DATE 2050 ETF shares in Q1 2014, an estimated $1K.
UBS first reported a position in ISHARES TR TARGET DATE 2050 ETF in Q4 2013 and held it in 1 quarter.
UBS's ISHARES TR TARGET DATE 2050 ETF position peaked at $1K in Q4 2013.
2 funds tracked by Wall St. Rank held ISHARES TR TARGET DATE 2050 ETF as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.