American Financial Network Advisory Services’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-899
Closed -$17K 556
2017
Q4
$17K Hold
899
0.01% 433
2017
Q3
$15K Buy
+899
New +$15.4K 0.01% 456

Other funds holding UBS

American Financial Network Advisory Services's UBS Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of UBS Group (UBS) in Q1 2018, closing a stake of 899 shares — an estimated $17K sold.

American Financial Network Advisory Services first reported a position in UBS in Q3 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 899 UBS Group shares in Q1 2018, an estimated $17K.
  • American Financial Network Advisory Services first reported a position in UBS Group in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's UBS Group position peaked at $17K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.