Frontier Wealth Management’s UBS Group UBS Stock Holding History

Frontier Wealth Management’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
2017 Q2	–	Sell	-11,546	Closed	-$184K	–	410
2017 Q1	$184K	Buy	+11,546	New	+$186K	0.03%	368
2016 Q3	–	Sell	-12,629	Closed	-$202K	–	380
2016 Q2	$202K	Hold	12,629	–	–	0.03%	302
2016 Q1	$202K	Buy	12,629 +156	+1%	+$2.53K	0.02%	320
2015 Q4	$242K	Sell	12,473 -539	-4%	-$10.5K	0.04%	286
2015 Q3	$240K	Buy	13,012 +2,287	+21%	+$48.5K	0.04%	281
2015 Q2	$227K	Buy	+10,725	New	+$224K	0.03%	296
2015 Q1	–	Sell	-13,695	Closed	-$233K	–	324
2014 Q4	$233K	Buy	+13,695	New	+$235K	0.04%	222

Other funds holding UBS

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Frontier Wealth Management's UBS Position: Q2 2017 in Review

Frontier Wealth Management sold out of UBS Group (UBS) in Q2 2017, closing a stake of 11,546 shares — an estimated $184K sold.

Frontier Wealth Management first reported a position in UBS in Q4 2014 and held it in 7 quarters. The position peaked at $242K in Q4 2015. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

Frontier Wealth Management reported no remaining UBS Group position as of Q2 2017 after selling out during the quarter.
Frontier Wealth Management sold 11,546 UBS Group shares in Q2 2017, an estimated $184K.
Frontier Wealth Management first reported a position in UBS Group in Q4 2014 and held it in 7 quarters.
Frontier Wealth Management's UBS Group position peaked at $242K in Q4 2015.
261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.