Avestar Capital’s UBS Group UBS Stock Holding History

Avestar Capital’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	-336	Closed	-$3K	–	788
2019 Q2	$3K	Buy	336 +76	+29%	+$931	﹤0.01%	649
2019 Q1	$3K	Buy	+260	New	+$3.29K	﹤0.01%	629
2018 Q4	–	Sell	-532	Closed	-$7.22K	–	1002
2018 Q3	$7K	Buy	532 +93	+21%	+$1.46K	﹤0.01%	514
2018 Q2	$6K	Buy	439 +66	+18%	+$1.07K	﹤0.01%	547
2018 Q1	$6K	Buy	+373	New	+$7.09K	﹤0.01%	514

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

Avestar Capital's UBS Position: Q3 2019 in Review

Avestar Capital sold out of UBS Group (UBS) in Q3 2019, closing a stake of 336 shares — an estimated $3K sold.

Avestar Capital first reported a position in UBS in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Avestar Capital reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 336 UBS Group shares in Q3 2019, an estimated $3K.
Avestar Capital first reported a position in UBS Group in Q1 2018 and held it in 5 quarters.
Avestar Capital's UBS Group position peaked at $7K in Q3 2018.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.