Gemmer Asset Management’s UBS Group UBS Stock Holding History

Gemmer Asset 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
2020 Q1	–	Sell	-597	Closed	-$8K	–	1444
2019 Q4	$8K	Sell	597 -100	-14%	-$1.19K	﹤0.01%	759
2019 Q3	$8K	Buy	+697	New	+$7.85K	﹤0.01%	773
2019 Q2	–	Sell	-90	Closed	-$1K	–	1439
2019 Q1	$1K	Sell	90 -157	-64%	-$1.99K	﹤0.01%	1366
2018 Q4	$3K	Buy	+247	New	+$3.35K	﹤0.01%	1138

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Gemmer Asset Management's UBS Position: Q1 2020 in Review

Gemmer Asset Management sold out of UBS Group (UBS) in Q1 2020, closing a stake of 597 shares — an estimated $8K sold.

Gemmer Asset Management first reported a position in UBS in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Gemmer Asset Management reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Gemmer Asset Management sold 597 UBS Group shares in Q1 2020, an estimated $8K.
Gemmer Asset Management first reported a position in UBS Group in Q4 2018 and held it in 4 quarters.
Gemmer Asset Management's UBS Group position peaked at $8K in Q4 2019.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Gemmer Asset Management's 13F filing for Q1 2020, filed 1 May 2020.