Capital Advisors Ltd’s UBS Group UBS Stock Holding History

Capital Advisors Ltd’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 Q4	–	Sell	-1,237	Closed	-$19K	–	487
2018 Q3	$19K	Buy	+1,237	New	+$19.4K	0.01%	368

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

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

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Capital Advisors Ltd's UBS Position: Q4 2018 in Review

Capital Advisors Ltd sold out of UBS Group (UBS) in Q4 2018, closing a stake of 1,237 shares — an estimated $19K sold.

Capital Advisors Ltd first reported a position in UBS in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

Capital Advisors Ltd reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
Capital Advisors Ltd sold 1,237 UBS Group shares in Q4 2018, an estimated $19K.
Capital Advisors Ltd first reported a position in UBS Group in Q3 2018 and held it in 1 quarter.
Capital Advisors Ltd's UBS Group position peaked at $19K in Q3 2018.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.