Burt Wealth Advisors’s UBS Group UBS Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-459	Closed	-$8K	–	721
2015 Q4	$8K	Buy	+459	New	+$8.96K	0.01%	313

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Burt Wealth Advisors's UBS Position: Q1 2016 in Review

Burt Wealth Advisors sold out of UBS Group (UBS) in Q1 2016, closing a stake of 459 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in UBS in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 236 funds tracked by Wall St. Rank hold UBS as of Q1 2016.

Burt Wealth Advisors reported no remaining UBS Group position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 459 UBS Group shares in Q1 2016, an estimated $8K.
Burt Wealth Advisors first reported a position in UBS Group in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's UBS Group position peaked at $8K in Q4 2015.
236 funds tracked by Wall St. Rank held UBS Group as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.