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Granahan Investment Management’s UBS Group UBS Stock Holding History

Granahan Investment 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
Q4 		– Sell
-10,241
Closed -$176K – 239
2017
Q3 		$176K Sell
10,241
-4,375
-30% -$74.8K 0.01% 220
2017
Q2 		$248K Buy
14,616
+840
+6% +$13.7K 0.02% 212
2017
Q1 		$220K Buy
13,776
+1,435
+12% +$23.1K 0.02% 208
2016
Q4 		$193K Buy
12,341
+1,580
+15% +$23.8K 0.01% 228
2016
Q3 		$147K Buy
+10,761
New +$147K ﹤0.01% 232

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Granahan Investment Management's UBS Position: Q4 2017 in Review

Granahan Investment Management sold out of UBS Group (UBS) in Q4 2017, closing a stake of 10,241 shares — an estimated $176K sold.

Granahan Investment Management first reported a position in UBS in Q3 2016 and held it in 5 quarters. The position peaked at $248K in Q2 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q4 2017.

  • Granahan Investment Management reported no remaining UBS Group position as of Q4 2017 after selling out during the quarter.
  • Granahan Investment Management sold 10,241 UBS Group shares in Q4 2017, an estimated $176K.
  • Granahan Investment Management first reported a position in UBS Group in Q3 2016 and held it in 5 quarters.
  • Granahan Investment Management's UBS Group position peaked at $248K in Q2 2017.
  • 289 funds tracked by Wall St. Rank held UBS Group as of Q4 2017.

Based on Granahan Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.