Ferris Capital’s UBS Group UBS Stock Holding History

Ferris Capital’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	-900	Closed	-$11K	–	583
2019 Q1	$11K	Hold	900	–	–	﹤0.01%	454
2018 Q4	$11K	Buy	+900	New	+$12.2K	﹤0.01%	429

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

Ferris Capital's UBS Position: Q2 2019 in Review

Ferris Capital sold out of UBS Group (UBS) in Q2 2019, closing a stake of 900 shares — an estimated $11K sold.

Ferris Capital first reported a position in UBS in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Ferris Capital reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 900 UBS Group shares in Q2 2019, an estimated $11K.
Ferris Capital first reported a position in UBS Group in Q4 2018 and held it in 2 quarters.
Ferris Capital's UBS Group position peaked at $11K in Q1 2019.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.