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Bellwether Investment Group’s UBS Group UBS Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-1,198
Closed -$19K – 582
2017
Q1 		$19K Hold
1,198
– – 0.05% 328
2016
Q4 		$19K Buy
+1,198
New +$18K 0.02% 475

Other funds holding UBS

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UBS Group
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's UBS Position: Q2 2017 in Review

Bellwether Investment Group sold out of UBS Group (UBS) in Q2 2017, closing a stake of 1,198 shares — an estimated $19K sold.

Bellwether Investment Group first reported a position in UBS in Q4 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2017. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

  • Bellwether Investment Group reported no remaining UBS Group position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,198 UBS Group shares in Q2 2017, an estimated $19K.
  • Bellwether Investment Group first reported a position in UBS Group in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's UBS Group position peaked at $19K in Q1 2017.
  • 261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.