Financial Gravity Companies’s UBS Group UBS Stock Holding History

Financial Gravity Companies’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
2018 Q4	$0	Buy	+18	New	+$244	﹤0.01%	1522
2018 Q1	$0	Sell	22 -162	-88%	-$3.08K	﹤0.01%	1654
2017 Q4	$4K	Buy	+184	New	+$3.2K	﹤0.01%	792

Other funds holding UBS

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Financial Gravity Companies's UBS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in UBS Group (UBS) in Q4 2018: 18 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UBS as recently as Q1 2018.

Financial Gravity Companies first reported a position in UBS in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q4 2017. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

Financial Gravity Companies held 18 shares of UBS Group worth $0 as of Q4 2018.
UBS Group was a new Financial Gravity Companies position in Q4 2018.
UBS Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1522 holding.
Financial Gravity Companies first reported a position in UBS Group in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's UBS Group position peaked at $4K in Q4 2017.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.