American National Bank & Trust’s UBS Group UBS Stock Holding History

American National Bank & Trust’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
2016 Q4	–	Sell	-1,071	Closed	-$15K	–	296
2016 Q3	$15K	Hold	1,071	–	–	0.01%	205
2016 Q2	$14K	Hold	1,071	–	–	0.01%	208
2016 Q1	$17K	Hold	1,071	–	–	0.01%	158
2015 Q4	$21K	Hold	1,071	–	–	0.01%	157
2015 Q3	$20K	Buy	+1,071	New	+$22.7K	0.01%	163

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American National Bank & Trust's UBS Position: Q4 2016 in Review

American National Bank & Trust sold out of UBS Group (UBS) in Q4 2016, closing a stake of 1,071 shares — an estimated $15K sold.

American National Bank & Trust first reported a position in UBS in Q3 2015 and held it in 5 quarters. The position peaked at $21K in Q4 2015. 252 funds tracked by Wall St. Rank hold UBS as of Q4 2016.

American National Bank & Trust reported no remaining UBS Group position as of Q4 2016 after selling out during the quarter.
American National Bank & Trust sold 1,071 UBS Group shares in Q4 2016, an estimated $15K.
American National Bank & Trust first reported a position in UBS Group in Q3 2015 and held it in 5 quarters.
American National Bank & Trust's UBS Group position peaked at $21K in Q4 2015.
252 funds tracked by Wall St. Rank held UBS Group as of Q4 2016.

Based on American National Bank & Trust's 13F filing for Q4 2016, filed 2 Feb 2017.