FineMark National Bank & Trust’s UBS Group UBS Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-15,311	Closed	-$270K	–	419
2018 Q1	$270K	Buy	+15,311	New	+$291K	0.02%	322
2016 Q3	–	Sell	-65	Closed	-$1K	–	1422
2016 Q2	$1K	Hold	65	–	–	﹤0.01%	1331
2016 Q1	$1K	Sell	65 -46	-41%	-$747	﹤0.01%	1251
2015 Q4	$2K	Hold	111	–	–	﹤0.01%	1205
2015 Q3	$2K	Buy	111 +65	+141%	+$1.38K	﹤0.01%	1295
2015 Q2	$1K	Buy	+46	New	+$961	﹤0.01%	1377
2015 Q1	–	Sell	-65	Closed	-$1K	–	1456
2014 Q4	$1K	Buy	+65	New	+$1.11K	﹤0.01%	1364

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

FineMark National Bank & Trust's UBS Position: Q2 2018 in Review

FineMark National Bank & Trust sold out of UBS Group (UBS) in Q2 2018, closing a stake of 15,311 shares — an estimated $270K sold.

FineMark National Bank & Trust first reported a position in UBS in Q4 2014 and held it in 7 quarters. The position peaked at $270K in Q1 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

FineMark National Bank & Trust reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 15,311 UBS Group shares in Q2 2018, an estimated $270K.
FineMark National Bank & Trust first reported a position in UBS Group in Q4 2014 and held it in 7 quarters.
FineMark National Bank & Trust's UBS Group position peaked at $270K in Q1 2018.
299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

Based on FineMark National Bank & Trust's 13F filing for Q2 2018, filed 3 Aug 2018.