Edmond de Rothschild (Suisse)’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $19.3M | Sell |
1,421,940
-31,922
| -2% | -$433K | 5.94% | 1 |
|
|
2016
Q2 | $18.7M | Buy |
1,453,862
+335,607
| +30% | +$4.31M | 6.19% | 1 |
|
|
2016
Q1 | $18M | Sell |
1,118,255
-128,571
| -10% | -$2.07M | 7.45% | 1 |
|
|
2015
Q4 | $24.5M | Buy |
1,246,826
+96,530
| +8% | +$1.89M | 9.31% | 1 |
|
|
2015
Q3 | $21.3M | Buy |
1,150,296
+128,805
| +13% | +$2.38M | 7.17% | 1 |
|
|
2015
Q2 | $21.8M | Buy |
+1,021,491
| New | +$21.8M | 6.91% | 1 |
|