Duff & Phelps Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-345,972
| Closed | -$4.19M | – | 250 |
|
|
2019
Q1 | $4.19M | Sell |
345,972
-1,032
| -0.3% | -$12.5K | 0.06% | 136 |
|
|
2018
Q4 | $4.3M | Sell |
347,004
-27,176
| -7% | -$336K | 0.07% | 132 |
|
|
2018
Q3 | $5.88M | Sell |
374,180
-6,818
| -2% | -$107K | 0.09% | 132 |
|
|
2018
Q2 | $5.84M | Buy |
380,998
+105
| +0% | +$1.61K | 0.09% | 136 |
|
|
2018
Q1 | $6.73M | Sell |
380,893
-5,167
| -1% | -$91.2K | 0.11% | 130 |
|
|
2017
Q4 | $7.11M | Sell |
386,060
-9,359
| -2% | -$172K | 0.1% | 133 |
|
|
2017
Q3 | $6.78M | Buy |
395,419
+20,520
| +5% | +$352K | 0.1% | 140 |
|
|
2017
Q2 | $6.37M | Buy |
+374,899
| New | +$6.37M | 0.09% | 139 |
|