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Chicago Partners Investment Group’s UBS Group UBS Stock Holding History

Chicago Partners Investment Group’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
2017
Q4 		– Sell
-660
Closed -$11K – 956
2017
Q3 		$11K Buy
+660
New +$11.3K ﹤0.01% 764

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Chicago Partners Investment Group's UBS Position: Q4 2017 in Review

Chicago Partners Investment Group sold out of UBS Group (UBS) in Q4 2017, closing a stake of 660 shares — an estimated $11K sold.

Chicago Partners Investment Group first reported a position in UBS in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q4 2017.

  • Chicago Partners Investment Group reported no remaining UBS Group position as of Q4 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 660 UBS Group shares in Q4 2017, an estimated $11K.
  • Chicago Partners Investment Group first reported a position in UBS Group in Q3 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's UBS Group position peaked at $11K in Q3 2017.
  • 289 funds tracked by Wall St. Rank held UBS Group as of Q4 2017.

Based on Chicago Partners Investment Group's 13F filing for Q4 2017, filed 28 Mar 2018.