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Destination Wealth Management’s UBS Group UBS Stock Holding History

Destination 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
2019
Q1 		– Sell
-706
Closed -$9K – 724
2018
Q4 		$9K Buy
+706
New +$9.58K ﹤0.01% 417
2018
Q2 		– Sell
-100
Closed -$2K – 644
2018
Q1 		$2K Buy
+100
New +$1.9K ﹤0.01% 513

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
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Norges Bank
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Destination Wealth Management's UBS Position: Q1 2019 in Review

Destination Wealth Management sold out of UBS Group (UBS) in Q1 2019, closing a stake of 706 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in UBS in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

  • Destination Wealth Management reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 706 UBS Group shares in Q1 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in UBS Group in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's UBS Group position peaked at $9K in Q4 2018.
  • 327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.