Delpha Capital Management’s UBS Group UBS Stock Holding History

Delpha Capital 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 Q1	–	Sell	-303	Closed	-$6K	–	1154
2017 Q4	$6K	Buy	+303	New	+$5.27K	0.01%	1231

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delpha Capital Management's UBS Position: Q1 2018 in Review

Delpha Capital Management sold out of UBS Group (UBS) in Q1 2018, closing a stake of 303 shares — an estimated $6K sold.

Delpha Capital Management first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Delpha Capital Management reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Delpha Capital Management sold 303 UBS Group shares in Q1 2018, an estimated $6K.
Delpha Capital Management first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
Delpha Capital Management's UBS Group position peaked at $6K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.