AIM
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Assured Investment Management’s UBS Group UBS Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-9,594
Closed -$116K – 801
2019
Q1 		$116K Buy
+9,594
New +$122K ﹤0.01% 881
2018
Q2 		– Sell
-18,938
Closed -$333K – 1329
2018
Q1 		$333K Buy
+18,938
New +$360K 0.01% 884

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Assured Investment Management's UBS Position: Q2 2019 in Review

Assured Investment Management sold out of UBS Group (UBS) in Q2 2019, closing a stake of 9,594 shares — an estimated $116K sold.

Assured Investment Management first reported a position in UBS in Q1 2018 and held it in 2 quarters. The position peaked at $333K in Q1 2018. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

  • Assured Investment Management reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 9,594 UBS Group shares in Q2 2019, an estimated $116K.
  • Assured Investment Management first reported a position in UBS Group in Q1 2018 and held it in 2 quarters.
  • Assured Investment Management's UBS Group position peaked at $333K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.