1st Global Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $784K | Sell |
46,146
-3,140
| -6% | -$53.3K | 0.09% | 177 |
|
2017
Q1 | $786K | Sell |
49,286
-1,804
| -4% | -$28.8K | 0.09% | 181 |
|
2016
Q4 | $801K | Sell |
51,090
-6,745
| -12% | -$106K | 0.1% | 161 |
|
2016
Q3 | $788K | Sell |
57,835
-13,328
| -19% | -$182K | 0.1% | 172 |
|
2016
Q2 | $922K | Sell |
71,163
-1,444
| -2% | -$18.7K | 0.13% | 130 |
|
2016
Q1 | $1.16M | Buy |
72,607
+16,219
| +29% | +$260K | 0.16% | 95 |
|
2015
Q4 | $1.09M | Sell |
56,388
-1,317
| -2% | -$25.5K | 0.17% | 81 |
|
2015
Q3 | $1.07M | Buy |
57,705
+1,950
| +3% | +$36.1K | 0.17% | 81 |
|
2015
Q2 | $1.18K | Buy |
55,755
+5,001
| +10% | +$106 | 0.17% | 81 |
|
2015
Q1 | $953K | Buy |
50,754
+11,655
| +30% | +$219K | 0.14% | 106 |
|
2014
Q4 | $667K | Buy |
+39,099
| New | +$667K | 0.1% | 160 |
|