UBS AG - ETRACS UBS BLOOM (UCIB)

CUSIP: 90274D390

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class
Equity / ETRACS UBS BLOOM
Total 13F shares
327,242
Share change
+327,242
Total reported value
$3,584,000
Price per share
$10.93
Number of holders
6
Value change
+$3,584,000
Number of buys
6

Quarterly Holders Quick Answers

What is CUSIP 90274D390?
CUSIP 90274D390 identifies UCIB - UBS AG - ETRACS UBS BLOOM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of UCIB - UBS AG - ETRACS UBS BLOOM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
JANE STREET GROUP, LLC
13F
Company
mixed-class rows
61,141
mixed-class rows
$1,307,000 31 Dec 2019
13F
UBS Group AG
13F
Company
class O/S missing
918
$16,000 31 Dec 2019
13F
Avior Wealth Management, LLC
13F
Company
class O/S missing
600
$15,000 31 Dec 2019
13F
AdvisorNet Financial, Inc
13F
Company
class O/S missing
621
$11,000 31 Dec 2019
13F
Sargent Bickham Lagudis LLC
13F
Company
class O/S missing
200
$3,000 31 Dec 2019
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
108
$2,000 31 Dec 2019
13F

Institutional Holders of UBS AG - ETRACS UBS BLOOM (UCIB) as of Q1 2020

As of 31 Mar 2020, UBS AG - ETRACS UBS BLOOM (UCIB) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 327,242 shares. The largest 6 holders included ENVESTNET ASSET MANAGEMENT INC, RHS Financial, LLC, Dorsey & Whitney Trust CO LLC, Brown Advisory Securities, LLC, Danda Trouve Investment Management, Inc., and UBS Group AG. This page lists 6 institutional shareholders reporting positions in this security for the Q1 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2020 vs Q4 2017 Across Filers

Q4 2017 holders
0
Q1 2020 holders
6
Holder diff
6
Investor Q4 2017 Shares Q1 2020 Shares Share Diff Share Chg % Q4 2017 Value $ Q1 2020 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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