Bridgeworth’s UBS Group UBS Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-368	Closed	-$5K	–	508
2018 Q2	$5K	Buy	+368	New	+$5.99K	﹤0.01%	507

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgeworth's UBS Position: Q3 2018 in Review

Bridgeworth sold out of UBS Group (UBS) in Q3 2018, closing a stake of 368 shares — an estimated $5K sold.

Bridgeworth first reported a position in UBS in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Bridgeworth reported no remaining UBS Group position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 368 UBS Group shares in Q3 2018, an estimated $5K.
Bridgeworth first reported a position in UBS Group in Q2 2018 and held it in 1 quarter.
Bridgeworth's UBS Group position peaked at $5K in Q2 2018.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.