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AllSquare Wealth Management’s UBS Group UBS Stock Holding History

AllSquare Wealth Management’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
Q1 		– Sell
-1,430
Closed -$18K – 494
2018
Q4 		$18K Hold
1,430
– – 0.01% 257
2018
Q3 		$22K Hold
1,430
– – 0.02% 261
2018
Q2 		$22K Buy
+1,430
New +$23.3K 0.02% 267

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Zurich Cantonal Bank
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AllSquare Wealth Management's UBS Position: Q1 2019 in Review

AllSquare Wealth Management sold out of UBS Group (UBS) in Q1 2019, closing a stake of 1,430 shares — an estimated $18K sold.

AllSquare Wealth Management first reported a position in UBS in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

  • AllSquare Wealth Management reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,430 UBS Group shares in Q1 2019, an estimated $18K.
  • AllSquare Wealth Management first reported a position in UBS Group in Q2 2018 and held it in 3 quarters.
  • AllSquare Wealth Management's UBS Group position peaked at $22K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.