Baystate Wealth Management’s UBS Group UBS Stock Holding History

Baystate Wealth 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 Q3	–	Sell	-1,728	Closed	-$21K	–	636
2019 Q2	$21K	Buy	1,728 +94	+6%	+$1.15K	﹤0.01%	302
2019 Q1	$22K	Hold	1,634	–	–	﹤0.01%	300
2018 Q4	$22K	Hold	1,634	–	–	﹤0.01%	293
2018 Q3	$24K	Sell	1,634 -1	-0.1%	-$16	﹤0.01%	286
2018 Q2	$24K	Buy	1,635 +63	+4%	+$1.02K	﹤0.01%	267
2018 Q1	$27K	Buy	+1,572	New	+$29.9K	﹤0.01%	257

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

Baystate Wealth Management's UBS Position: Q3 2019 in Review

Baystate Wealth Management sold out of UBS Group (UBS) in Q3 2019, closing a stake of 1,728 shares — an estimated $21K sold.

Baystate Wealth Management first reported a position in UBS in Q1 2018 and held it in 6 quarters. The position peaked at $27K in Q1 2018. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Baystate Wealth Management reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Baystate Wealth Management sold 1,728 UBS Group shares in Q3 2019, an estimated $21K.
Baystate Wealth Management first reported a position in UBS Group in Q1 2018 and held it in 6 quarters.
Baystate Wealth Management's UBS Group position peaked at $27K in Q1 2018.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.