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Financial Architects (New Jersey)’s UBS Group UBS Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-2,500
Closed -$42K – 1606
2017
Q2 		$42K Buy
+2,500
New +$40.6K 0.01% 733

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Financial Architects (New Jersey)'s UBS Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of UBS Group (UBS) in Q3 2017, closing a stake of 2,500 shares — an estimated $42K sold.

Financial Architects (New Jersey) first reported a position in UBS in Q2 2017 and held it in 1 quarter. The position peaked at $42K in Q2 2017. 258 funds tracked by Wall St. Rank hold UBS as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining UBS Group position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,500 UBS Group shares in Q3 2017, an estimated $42K.
  • Financial Architects (New Jersey) first reported a position in UBS Group in Q2 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s UBS Group position peaked at $42K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held UBS Group as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.