Gideon Capital Advisors’s UBS Group UBS Stock Holding History

Gideon Capital Advisors’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	-39,820	Closed	-$501K	–	203
2019 Q4	$501K	Buy	+39,820	New	+$474K	0.17%	171
2019 Q2	–	Sell	-16,781	Closed	-$203K	–	438
2019 Q1	$203K	Buy	16,781 +476	+3%	+$6.03K	0.07%	347
2018 Q4	$202K	Buy	+16,305	New	+$221K	0.08%	352
2018 Q3	–	Sell	-23,377	Closed	-$359K	–	494
2018 Q2	$359K	Sell	23,377 -9,648	-29%	-$157K	0.18%	214
2018 Q1	$583K	Buy	+33,025	New	+$628K	0.36%	92
2017 Q2	–	Sell	-16,882	Closed	-$269K	–	406
2017 Q1	$269K	Sell	16,882 -9,158	-35%	-$147K	0.16%	280
2016 Q4	$409K	Buy	+26,040	New	+$392K	0.26%	139

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

Gideon Capital Advisors's UBS Position: Q1 2020 in Review

Gideon Capital Advisors sold out of UBS Group (UBS) in Q1 2020, closing a stake of 39,820 shares — an estimated $501K sold.

Gideon Capital Advisors first reported a position in UBS in Q4 2016 and held it in 7 quarters. The position peaked at $583K in Q1 2018. 301 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Gideon Capital Advisors reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 39,820 UBS Group shares in Q1 2020, an estimated $501K.
Gideon Capital Advisors first reported a position in UBS Group in Q4 2016 and held it in 7 quarters.
Gideon Capital Advisors's UBS Group position peaked at $583K in Q1 2018.
301 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.