Ferguson Wellman Capital Management’s UBS Group UBS Stock Holding History

Ferguson Wellman Capital 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 Q2	–	Sell	-13,291	Closed	-$161K	–	349
2019 Q1	$161K	Sell	13,291 -292,914	-96%	-$3.71M	0.01%	337
2018 Q4	$3.79M	Sell	306,205 -144,715	-32%	-$1.96M	0.15%	129
2018 Q3	$7.09M	Buy	+450,920	New	+$7.09M	0.23%	102

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

Ferguson Wellman Capital Management's UBS Position: Q2 2019 in Review

Ferguson Wellman Capital Management sold out of UBS Group (UBS) in Q2 2019, closing a stake of 13,291 shares — an estimated $161K sold.

Ferguson Wellman Capital Management first reported a position in UBS in Q3 2018 and held it in 3 quarters. The position peaked at $7.09M in Q3 2018. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Ferguson Wellman Capital Management reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Ferguson Wellman Capital Management sold 13,291 UBS Group shares in Q2 2019, an estimated $161K.
Ferguson Wellman Capital Management first reported a position in UBS Group in Q3 2018 and held it in 3 quarters.
Ferguson Wellman Capital Management's UBS Group position peaked at $7.09M in Q3 2018.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2019, filed 16 Jul 2019.