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Calton & Associates’s UBS Group UBS Stock Holding History

Calton & 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
2018
Q2 		– Sell
-12,629
Closed -$223K – 391
2018
Q1 		$223K Sell
12,629
-700
-5% -$13.3K 0.06% 310
2017
Q4 		$272K Buy
+13,329
New +$232K 0.07% 272

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Calton & Associates's UBS Position: Q2 2018 in Review

Calton & Associates sold out of UBS Group (UBS) in Q2 2018, closing a stake of 12,629 shares — an estimated $223K sold.

Calton & Associates first reported a position in UBS in Q4 2017 and held it in 2 quarters. The position peaked at $272K in Q4 2017. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

  • Calton & Associates reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 12,629 UBS Group shares in Q2 2018, an estimated $223K.
  • Calton & Associates first reported a position in UBS Group in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's UBS Group position peaked at $272K in Q4 2017.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.