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FNY Partners Fund’s UBS Group UBS Stock Holding History

FNY Partners Fund’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
Q1 		– Sell
-523,031
Closed -$9.62M – 475
2017
Q4 		$9.62M Buy
523,031
+144,300
+38% +$2.51M 1.6% 16
2017
Q3 		$6.5M Sell
378,731
-16,800
-4% -$287K 1.11% 20
2017
Q2 		$6.72M Buy
395,531
+131,210
+50% +$2.13M 1.63% 15
2017
Q1 		$4.21M Buy
+264,321
New +$4.25M 0.48% 35

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Massachusetts Financial Services
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FNY Partners Fund's UBS Position: Q1 2018 in Review

FNY Partners Fund sold out of UBS Group (UBS) in Q1 2018, closing a stake of 523,031 shares — an estimated $9.62M sold.

FNY Partners Fund first reported a position in UBS in Q1 2017 and held it in 4 quarters. The position peaked at $9.62M in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

  • FNY Partners Fund reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
  • FNY Partners Fund sold 523,031 UBS Group shares in Q1 2018, an estimated $9.62M.
  • FNY Partners Fund first reported a position in UBS Group in Q1 2017 and held it in 4 quarters.
  • FNY Partners Fund's UBS Group position peaked at $9.62M in Q4 2017.
  • 319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on FNY Partners Fund's 13F filing for Q1 2018, filed 18 Apr 2018.