Founders Financial Securities’s UBS Group UBS Stock Holding History

Founders Financial Securities’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
2016 Q3	–	Sell	-47,436	Closed	-$615K	–	97
2016 Q2	$615K	Buy	+47,436	New	+$725K	0.28%	57

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Founders Financial Securities's UBS Position: Q3 2016 in Review

Founders Financial Securities sold out of UBS Group (UBS) in Q3 2016, closing a stake of 47,436 shares — an estimated $615K sold.

Founders Financial Securities first reported a position in UBS in Q2 2016 and held it in 1 quarter. The position peaked at $615K in Q2 2016. 223 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

Founders Financial Securities reported no remaining UBS Group position as of Q3 2016 after selling out during the quarter.
Founders Financial Securities sold 47,436 UBS Group shares in Q3 2016, an estimated $615K.
Founders Financial Securities first reported a position in UBS Group in Q2 2016 and held it in 1 quarter.
Founders Financial Securities's UBS Group position peaked at $615K in Q2 2016.
223 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on Founders Financial Securities's 13F filing for Q3 2016, filed 7 Oct 2016.