UBS’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

UBS’s Portfolio XLKS Stock Details XLKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$6.66M	Buy	148,598 +32,522	+28%	+$1.46M	﹤0.01%	1765
2014 Q2	$5.44M	Buy	116,076 +5,460	+5%	+$256K	﹤0.01%	1885
2014 Q1	$5.02M	Buy	110,616 +5,186	+5%	+$235K	﹤0.01%	1870
2013 Q4	$4.7M	Sell	105,430 -8,815	-8%	-$393K	﹤0.01%	1927
2013 Q3	$4.66M	Buy	114,245 +36,091	+46%	+$1.47M	﹤0.01%	1770
2013 Q2	$2.79M	Buy	+78,154	New	+$2.79M	﹤0.01%	2186

Other funds holding XLKS

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

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

UBS's XLKS Position: Q3 2014 in Review

UBS increased its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) stake by 28% in Q3 2014, buying an estimated $1.46M and bringing the position to 148,598 shares worth $6.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

UBS first reported a position in XLKS in Q2 2013 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold XLKS as of Q3 2014.

UBS held 148,598 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $6.66M as of Q3 2014.
UBS bought 32,522 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2014, an estimated $1.46M.
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1765 holding.
UBS first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2013 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2014.

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