Capital Insight Partners’s UBS Group UBS Stock Holding History

Capital Insight Partners’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
2019 Q4	–	Sell	-46,285	Closed	-$523K	–	96
2019 Q3	$523K	Sell	46,285 -8,497	-16%	-$95.6K	0.46%	68
2019 Q2	$649K	Buy	54,782 +2,668	+5%	+$32.7K	0.56%	67
2019 Q1	$631K	Buy	52,114 +2,098	+4%	+$26.6K	0.57%	67
2018 Q4	$619K	Buy	50,016 +531	+1%	+$7.2K	0.64%	61
2018 Q3	$778K	Buy	+49,485	New	+$778K	0.68%	57

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Insight Partners's UBS Position: Q4 2019 in Review

Capital Insight Partners sold out of UBS Group (UBS) in Q4 2019, closing a stake of 46,285 shares — an estimated $523K sold.

Capital Insight Partners first reported a position in UBS in Q3 2018 and held it in 5 quarters. The position peaked at $778K in Q3 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Capital Insight Partners reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Capital Insight Partners sold 46,285 UBS Group shares in Q4 2019, an estimated $523K.
Capital Insight Partners first reported a position in UBS Group in Q3 2018 and held it in 5 quarters.
Capital Insight Partners's UBS Group position peaked at $778K in Q3 2018.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Capital Insight Partners's 13F filing for Q4 2019, filed 27 Jan 2020.