UBS’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

UBS’s Portfolio WITE Stock Details WITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$382K	Buy	10,825 +485	+5%	+$19.4K	﹤0.01%	4545
2014 Q2	$432K	Sell	10,340 -91	-0.9%	-$3.62K	﹤0.01%	4366
2014 Q1	$411K	Buy	10,431 +9,729	+1,386%	+$388K	﹤0.01%	4453
2013 Q4	$27K	Buy	702 +232	+49%	+$9.25K	﹤0.01%	7793
2013 Q3	$19K	Buy	470 +417	+787%	+$17.1K	﹤0.01%	8156
2013 Q2	$2K	Buy	+53	New	+$2.28K	﹤0.01%	9913

Other funds holding WITE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

UBS's WITE Position: Q3 2014 in Review

UBS increased its ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) stake by 4.7% in Q3 2014, buying an estimated $19.4K and bringing the position to 10,825 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #4545.

UBS first reported a position in WITE in Q2 2013 and has held it in 6 quarters since. The position peaked at $432K in Q2 2014. 12 funds tracked by Wall St. Rank hold WITE as of Q3 2014.

UBS held 10,825 shares of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS worth $382K as of Q3 2014.
UBS bought 485 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q3 2014, an estimated $19.4K.
ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4545 holding.
UBS first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q2 2013 and has held it in 6 quarters since.
UBS's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $432K in Q2 2014.
12 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q3 2014.

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