Braun-Bostich & Associates’s UBS Group UBS Stock Holding History

Braun-Bostich & Associates’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	-2,635	Closed	-$31K	–	285
2019 Q2	$31K	Sell	2,635 -914	-26%	-$11.2K	0.03%	210
2019 Q1	$43K	Hold	3,549	–	–	0.04%	203
2018 Q4	$44K	Sell	3,549 -1,404	-28%	-$19K	0.05%	183
2018 Q3	$78K	Hold	4,953	–	–	0.08%	157
2018 Q2	$76K	Hold	4,953	–	–	0.08%	157
2018 Q1	$87K	Hold	4,953	–	–	0.08%	139
2017 Q4	$91K	Buy	+4,953	New	+$86.1K	0.08%	145

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

Braun-Bostich & Associates's UBS Position: Q3 2019 in Review

Braun-Bostich & Associates sold out of UBS Group (UBS) in Q3 2019, closing a stake of 2,635 shares — an estimated $31K sold.

Braun-Bostich & Associates first reported a position in UBS in Q4 2017 and held it in 7 quarters. The position peaked at $91K in Q4 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Braun-Bostich & Associates reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Braun-Bostich & Associates sold 2,635 UBS Group shares in Q3 2019, an estimated $31K.
Braun-Bostich & Associates first reported a position in UBS Group in Q4 2017 and held it in 7 quarters.
Braun-Bostich & Associates's UBS Group position peaked at $91K in Q4 2017.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Braun-Bostich & Associates's 13F filing for Q3 2019, filed 14 Nov 2019.