Cornerstone Wealth Management’s UBS Group UBS Stock Holding History

Cornerstone Wealth Management’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	-4,768	Closed	-$280K	–	1098
2018 Q3	$280K	Sell	4,768 -1,972	-29%	-$31K	﹤0.01%	1090
2018 Q2	$444K	Buy	+6,740	New	+$110K	0.01%	1054

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

Cornerstone Wealth Management's UBS Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of UBS Group (UBS) in Q4 2018, closing a stake of 4,768 shares — an estimated $280K sold.

Cornerstone Wealth Management first reported a position in UBS in Q2 2018 and held it in 2 quarters. The position peaked at $444K in Q2 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

Cornerstone Wealth Management reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 4,768 UBS Group shares in Q4 2018, an estimated $280K.
Cornerstone Wealth Management first reported a position in UBS Group in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's UBS Group position peaked at $444K in Q2 2018.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.