UBS’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

UBS’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$7.05M	Buy	120,080 +6,666	+6%	+$409K	0.01%	1721
2014 Q2	$7.03M	Buy	113,414 +3,263	+3%	+$200K	0.01%	1644
2014 Q1	$6.62M	Sell	110,151 -33,171	-23%	-$1.95M	0.01%	1586
2013 Q4	$8.38M	Sell	143,322 -69,945	-33%	-$4.15M	0.01%	1408
2013 Q3	$12.7M	Sell	213,267 -23,172	-10%	-$1.35M	0.01%	951
2013 Q2	$13.6M	Buy	+236,439	New	+$14.5M	0.02%	864

Other funds holding WIP

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

UBS's WIP Position: Q3 2014 in Review

UBS increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 5.9% in Q3 2014, buying an estimated $409K and bringing the position to 120,080 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #1721.

UBS first reported a position in WIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $13.6M in Q2 2013. 121 funds tracked by Wall St. Rank hold WIP as of Q3 2014.

UBS held 120,080 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $7.05M as of Q3 2014.
UBS bought 6,666 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2014, an estimated $409K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.01% of UBS's portfolio in Q3 2014, its #1721 holding.
UBS first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and has held it in 6 quarters since.
UBS's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $13.6M in Q2 2013.
121 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2014.

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