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Alera Investment Advisors’s UBS Group UBS Stock Holding History

Alera Investment Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,349
Closed -$16K – 949
2019
Q1 		$16K Buy
1,349
+122
+10% +$1.54K 0.01% 355
2018
Q4 		$15K Buy
+1,227
New +$16.6K 0.01% 354

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's UBS Position: Q2 2019 in Review

Alera Investment Advisors sold out of UBS Group (UBS) in Q2 2019, closing a stake of 1,349 shares — an estimated $16K sold.

Alera Investment Advisors first reported a position in UBS in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

  • Alera Investment Advisors reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,349 UBS Group shares in Q2 2019, an estimated $16K.
  • Alera Investment Advisors first reported a position in UBS Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's UBS Group position peaked at $16K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.