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BlackRock Investment Management’s UBS Group UBS Stock Holding History

BlackRock 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
2016
Q3 		– Sell
-133
Closed -$2K – 4005
2016
Q2 		$2K Buy
+133
New +$2.03K ﹤0.01% 3990
2015
Q4 		– Sell
-972
Closed -$18K – 4150
2015
Q3 		$18K Buy
972
+461
+90% +$9.77K ﹤0.01% 3470
2015
Q2 		$11K Buy
511
+393
+333% +$8.21K ﹤0.01% 3690
2015
Q1 		$2K Buy
+118
New +$2.05K ﹤0.01% 3986

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Investment Management's UBS Position: Q3 2016 in Review

BlackRock Investment Management sold out of UBS Group (UBS) in Q3 2016, closing a stake of 133 shares — an estimated $2K sold.

BlackRock Investment Management first reported a position in UBS in Q1 2015 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 223 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

  • BlackRock Investment Management reported no remaining UBS Group position as of Q3 2016 after selling out during the quarter.
  • BlackRock Investment Management sold 133 UBS Group shares in Q3 2016, an estimated $2K.
  • BlackRock Investment Management first reported a position in UBS Group in Q1 2015 and held it in 4 quarters.
  • BlackRock Investment Management's UBS Group position peaked at $18K in Q3 2015.
  • 223 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on BlackRock Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.