Archford Capital Strategies’s UBS Group UBS Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-66	Closed	-$1K	–	499
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	547
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	515
2018 Q4	$1K	Hold	66	–	–	﹤0.01%	499
2018 Q3	$1K	Hold	66	–	–	﹤0.01%	515
2018 Q2	$1K	Hold	66	–	–	﹤0.01%	650
2018 Q1	$1K	Buy	+66	New	+$1.25K	﹤0.01%	612
2017 Q2	–	Sell	-120	Closed	-$2K	–	598
2017 Q1	$2K	Hold	120	–	–	﹤0.01%	614
2016 Q4	$1K	Hold	120	–	–	﹤0.01%	588
2016 Q3	$1K	Sell	120 -120	-50%	-$1.63K	﹤0.01%	612
2016 Q2	$4K	Buy	+240	New	+$3.67K	﹤0.01%	534
2016 Q1	–	Sell	-186	Closed	-$4K	–	576
2015 Q4	$4K	Hold	186	–	–	﹤0.01%	616
2015 Q3	$4K	Buy	186 +93	+100%	+$1.97K	﹤0.01%	488
2015 Q2	$2K	Hold	93	–	–	﹤0.01%	517
2015 Q1	$1.75K	Hold	93	–	–	﹤0.01%	560
2014 Q4	$2K	Buy	+93	New	+$1.59K	﹤0.01%	542

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Archford Capital Strategies's UBS Position: Q3 2019 in Review

Archford Capital Strategies sold out of UBS Group (UBS) in Q3 2019, closing a stake of 66 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in UBS in Q4 2014 and held it in 15 quarters. The position peaked at $4K in Q2 2016. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Archford Capital Strategies reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 66 UBS Group shares in Q3 2019, an estimated $1K.
Archford Capital Strategies first reported a position in UBS Group in Q4 2014 and held it in 15 quarters.
Archford Capital Strategies's UBS Group position peaked at $4K in Q2 2016.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.