UBS’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

UBS’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$177K	Buy	5,233 +1,972	+60%	+$68.3K	﹤0.01%	5320
2014 Q2	$115K	Sell	3,261 -6,127	-65%	-$207K	﹤0.01%	5777
2014 Q1	$322K	Buy	9,388 +2,175	+30%	+$73.2K	﹤0.01%	4691
2013 Q4	$242K	Buy	7,213 +5,001	+226%	+$159K	﹤0.01%	5099
2013 Q3	$68K	Buy	2,212 +1,453	+191%	+$43.3K	﹤0.01%	6461
2013 Q2	$21K	Buy	+759	New	+$20.6K	﹤0.01%	7843

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

UBS's UPGD Position: Q3 2014 in Review

UBS increased its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) stake by 60% in Q3 2014, buying an estimated $68.3K and bringing the position to 5,233 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #5320.

UBS first reported a position in UPGD in Q2 2013 and has held it in 6 quarters since. The position peaked at $322K in Q1 2014. 28 funds tracked by Wall St. Rank hold UPGD as of Q3 2014.

UBS held 5,233 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $177K as of Q3 2014.
UBS bought 1,972 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2014, an estimated $68.3K.
Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5320 holding.
UBS first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and has held it in 6 quarters since.
UBS's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $322K in Q1 2014.
28 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2014.

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