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Cumberland Partners’s UBS Group UBS Stock Holding History

Cumberland 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
Q2 		– Sell
-21,325
Closed -$258K – 183
2019
Q1 		$258K Buy
21,325
+3,400
+19% +$43.1K 0.03% 154
2018
Q4 		$222K Buy
17,925
+2,075
+13% +$28.1K 0.03% 158
2018
Q3 		$249K Buy
+15,850
New +$249K 0.02% 167

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cumberland Partners's UBS Position: Q2 2019 in Review

Cumberland Partners sold out of UBS Group (UBS) in Q2 2019, closing a stake of 21,325 shares — an estimated $258K sold.

Cumberland Partners first reported a position in UBS in Q3 2018 and held it in 3 quarters. The position peaked at $258K in Q1 2019. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

  • Cumberland Partners reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
  • Cumberland Partners sold 21,325 UBS Group shares in Q2 2019, an estimated $258K.
  • Cumberland Partners first reported a position in UBS Group in Q3 2018 and held it in 3 quarters.
  • Cumberland Partners's UBS Group position peaked at $258K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Cumberland Partners's 13F filing for Q2 2019, filed 8 Aug 2019.