Brookstone Capital Management’s UBS Group UBS Stock Holding History

Brookstone Capital 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
2015 Q3	–	Sell	-400	Closed	-$8K	–	2140
2015 Q2	$8K	Buy	+400	New	+$8.36K	﹤0.01%	1343

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Brookstone Capital Management's UBS Position: Q3 2015 in Review

Brookstone Capital Management sold out of UBS Group (UBS) in Q3 2015, closing a stake of 400 shares — an estimated $8K sold.

Brookstone Capital Management first reported a position in UBS in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 234 funds tracked by Wall St. Rank hold UBS as of Q3 2015.

Brookstone Capital Management reported no remaining UBS Group position as of Q3 2015 after selling out during the quarter.
Brookstone Capital Management sold 400 UBS Group shares in Q3 2015, an estimated $8K.
Brookstone Capital Management first reported a position in UBS Group in Q2 2015 and held it in 1 quarter.
Brookstone Capital Management's UBS Group position peaked at $8K in Q2 2015.
234 funds tracked by Wall St. Rank held UBS Group as of Q3 2015.

Based on Brookstone Capital Management's 13F filing for Q3 2015, filed 28 Oct 2015.