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Evolution Wealth Advisors’s UBS Group UBS Stock Holding History

Evolution Wealth Advisors’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
2020
Q2 		– Sell
-400
Closed -$4K – 565
2020
Q1 		$4K Buy
+400
New +$4.61K ﹤0.01% 279
2019
Q4 		– Sell
-440
Closed -$5K – 700
2019
Q3 		$5K Buy
+440
New +$4.95K ﹤0.01% 288

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Advisors's UBS Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of UBS Group (UBS) in Q2 2020, closing a stake of 400 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in UBS in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 400 UBS Group shares in Q2 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in UBS Group in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's UBS Group position peaked at $5K in Q3 2019.
  • 303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.