G&S Capital’s UBS Group UBS Stock Holding History

G&S Capital’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 Q1	–	Sell	-774	Closed	-$10K	–	246
2018 Q4	$10K	Buy	+774	New	+$10.5K	0.01%	156

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

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

G&S Capital's UBS Position: Q1 2019 in Review

G&S Capital sold out of UBS Group (UBS) in Q1 2019, closing a stake of 774 shares — an estimated $10K sold.

G&S Capital first reported a position in UBS in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

G&S Capital reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
G&S Capital sold 774 UBS Group shares in Q1 2019, an estimated $10K.
G&S Capital first reported a position in UBS Group in Q4 2018 and held it in 1 quarter.
G&S Capital's UBS Group position peaked at $10K in Q4 2018.
327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on G&S Capital's 13F filing for Q1 2019, filed 22 Apr 2019.