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Ameritas Investment Company’s UBS Group UBS Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-14,147
Closed -$220K – 1993
2021
Q1 		$220K Buy
+14,147
New +$217K 0.02% 554
2020
Q1 		– Sell
-2,193
Closed -$28K – 1833
2019
Q4 		$28K Buy
2,193
+1,983
+944% +$23.6K 0.01% 651
2019
Q3 		$2K Buy
+210
New +$2.36K ﹤0.01% 1498
2019
Q2 		– Sell
-1,000
Closed -$12K – 837
2019
Q1 		$12K Buy
1,000
+896
+862% +$11.3K ﹤0.01% 631
2018
Q4 		$1K Buy
+104
New +$1.41K ﹤0.01% 1459

Other funds holding UBS

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameritas Investment Company's UBS Position: Q2 2021 in Review

Ameritas Investment Company sold out of UBS Group (UBS) in Q2 2021, closing a stake of 14,147 shares — an estimated $220K sold.

Ameritas Investment Company first reported a position in UBS in Q4 2018 and held it in 5 quarters. The position peaked at $220K in Q1 2021. 361 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

  • Ameritas Investment Company reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 14,147 UBS Group shares in Q2 2021, an estimated $220K.
  • Ameritas Investment Company first reported a position in UBS Group in Q4 2018 and held it in 5 quarters.
  • Ameritas Investment Company's UBS Group position peaked at $220K in Q1 2021.
  • 361 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.