First Personal Financial Services’s UBS Group UBS Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-652	Closed	-$8K	–	741
2019 Q2	$8K	Hold	652	–	–	﹤0.01%	535
2019 Q1	$8K	Hold	652	–	–	﹤0.01%	531
2018 Q4	$8K	Buy	652 +62	+11%	+$841	﹤0.01%	502
2018 Q3	$9K	Sell	590 -533	-47%	-$8.38K	﹤0.01%	515
2018 Q2	$17K	Hold	1,123	–	–	0.01%	421
2018 Q1	$20K	Buy	+1,123	New	+$21.4K	﹤0.01%	633
2016 Q1	–	Sell	-242	Closed	-$5K	–	396
2015 Q4	$5K	Hold	242	–	–	﹤0.01%	340
2015 Q3	$5K	Buy	+242	New	+$5.13K	﹤0.01%	334

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's UBS Position: Q3 2019 in Review

First Personal Financial Services sold out of UBS Group (UBS) in Q3 2019, closing a stake of 652 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in UBS in Q3 2015 and held it in 8 quarters. The position peaked at $20K in Q1 2018. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

First Personal Financial Services reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 652 UBS Group shares in Q3 2019, an estimated $8K.
First Personal Financial Services first reported a position in UBS Group in Q3 2015 and held it in 8 quarters.
First Personal Financial Services's UBS Group position peaked at $20K in Q1 2018.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.