Arete Wealth Advisors’s UBS Group UBS Stock Holding History

Arete Wealth Advisors’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
2018 Q3	–	Sell	-11,429	Closed	-$175K	–	391
2018 Q2	$175K	Buy	11,429 +158	+1%	+$2.57K	0.04%	353
2018 Q1	$199K	Buy	+11,271	New	+$214K	0.07%	302

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Arete Wealth Advisors's UBS Position: Q3 2018 in Review

Arete Wealth Advisors sold out of UBS Group (UBS) in Q3 2018, closing a stake of 11,429 shares — an estimated $175K sold.

Arete Wealth Advisors first reported a position in UBS in Q1 2018 and held it in 2 quarters. The position peaked at $199K in Q1 2018. 312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Arete Wealth Advisors reported no remaining UBS Group position as of Q3 2018 after selling out during the quarter.
Arete Wealth Advisors sold 11,429 UBS Group shares in Q3 2018, an estimated $175K.
Arete Wealth Advisors first reported a position in UBS Group in Q1 2018 and held it in 2 quarters.
Arete Wealth Advisors's UBS Group position peaked at $199K in Q1 2018.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.