BTR Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $549K | Sell |
|
|||||
|
2017
Q1 | $529K | Sell |
|
|||||
|
2016
Q4 | $632K | Hold |
|
|||||
|
2016
Q3 | $632K | Buy |
|
|||||
|
2016
Q2 | $595K | Sell |
|
|||||
|
2016
Q1 | $807K | Sell |
|
|||||
|
2015
Q4 | $2.43M | Buy |
|
|||||
|
2015
Q3 | $2.31M | Sell |
|
|||||
|
2015
Q2 | $2.65M | Buy |
|
|||||
|
2015
Q1 | $2.21M | Buy |
|
|||||
|
2014
Q4 | $1.75M | Buy |
|