Emerald Acquisition’s UBS Group UBS Stock Holding History

Emerald Acquisition’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
2016 Q3	$134M	Sell	9,821,194 -2,830,772	-22%	-$38.5M	0.26%	75
2016 Q2	$163M	Buy	+12,651,966	New	+$193M	0.28%	59

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Emerald Acquisition's UBS Position: Q3 2016 in Review

Emerald Acquisition reduced its UBS Group (UBS) stake by 22% in Q3 2016, selling an estimated $38.5M and leaving 9,821,194 shares worth $134M. The position accounts for 0.26% of the portfolio, ranked #75.

Emerald Acquisition first reported a position in UBS in Q2 2016 and has held it in 2 quarters since. The position peaked at $163M in Q2 2016. 223 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

Emerald Acquisition held 9,821,194 shares of UBS Group worth $134M as of Q3 2016.
Emerald Acquisition sold 2,830,772 UBS Group shares in Q3 2016, an estimated $38.5M.
UBS Group made up 0.26% of Emerald Acquisition's portfolio in Q3 2016, its #75 holding.
Emerald Acquisition first reported a position in UBS Group in Q2 2016 and has held it in 2 quarters since.
Emerald Acquisition's UBS Group position peaked at $163M in Q2 2016.
223 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.