Glovista Investments’s UBS Group UBS Stock Holding History

Glovista Investments’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 Q4	–	Sell	-23,479	Closed	-$403K	–	122
2017 Q3	$403K	Buy	+23,479	New	+$402K	0.08%	81

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

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

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

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

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

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

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

Glovista Investments's UBS Position: Q4 2017 in Review

Glovista Investments sold out of UBS Group (UBS) in Q4 2017, closing a stake of 23,479 shares — an estimated $403K sold.

Glovista Investments first reported a position in UBS in Q3 2017 and held it in 1 quarter. The position peaked at $403K in Q3 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q4 2017.

Glovista Investments reported no remaining UBS Group position as of Q4 2017 after selling out during the quarter.
Glovista Investments sold 23,479 UBS Group shares in Q4 2017, an estimated $403K.
Glovista Investments first reported a position in UBS Group in Q3 2017 and held it in 1 quarter.
Glovista Investments's UBS Group position peaked at $403K in Q3 2017.
289 funds tracked by Wall St. Rank held UBS Group as of Q4 2017.

Based on Glovista Investments's 13F filing for Q4 2017, filed 15 Feb 2018.