FEG
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Financial Enhancement Group’s UBS Group UBS Stock Holding History

Financial Enhancement Group’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
-1,309
Closed -$12K – 305
2020
Q1 		$12K Hold
1,309
– – ﹤0.01% 189
2019
Q4 		$16K Hold
1,309
– – ﹤0.01% 172
2019
Q3 		$15K Hold
1,309
– – ﹤0.01% 183
2019
Q2 		$16K Hold
1,309
– – ﹤0.01% 176
2019
Q1 		$16K Buy
+1,309
New +$16.6K ﹤0.01% 193

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

Financial Enhancement Group's UBS Position: Q2 2020 in Review

Financial Enhancement Group sold out of UBS Group (UBS) in Q2 2020, closing a stake of 1,309 shares — an estimated $12K sold.

Financial Enhancement Group first reported a position in UBS in Q1 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

  • Financial Enhancement Group reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 1,309 UBS Group shares in Q2 2020, an estimated $12K.
  • Financial Enhancement Group first reported a position in UBS Group in Q1 2019 and held it in 5 quarters.
  • Financial Enhancement Group's UBS Group position peaked at $16K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.