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UBS’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

UBS’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,616
Closed -$136K – 10815
2013
Q3 		$136K Buy
2,616
+2,457
+1,545% +$126K ﹤0.01% 5667
2013
Q2 		$8K Buy
+159
New +$7.51K ﹤0.01% 8884

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's XTL Position: Q4 2013 in Review

UBS sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2013, closing a stake of 2,616 shares — an estimated $136K sold.

UBS first reported a position in XTL in Q2 2013 and held it in 2 quarters. The position peaked at $136K in Q3 2013. 13 funds tracked by Wall St. Rank hold XTL as of Q4 2013.

  • UBS reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2013 after selling out during the quarter.
  • UBS sold 2,616 State Street SPDR S&P Telecom ETF shares in Q4 2013, an estimated $136K.
  • UBS first reported a position in State Street SPDR S&P Telecom ETF in Q2 2013 and held it in 2 quarters.
  • UBS's State Street SPDR S&P Telecom ETF position peaked at $136K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2013.

Based on UBS's 13F filing for Q4 2013, filed 14 Feb 2014.