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Guardian Capital Advisors (Canada)’s UBS Group UBS Stock Holding History

Guardian Capital Advisors (Canada)’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
2016
Q1 		– Sell
-15,850
Closed -$303K – 176
2015
Q4 		$303K Sell
15,850
-6,066
-28% -$118K 0.06% 133
2015
Q3 		$398K Buy
+21,916
New +$464K 0.08% 121

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CS
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Vanguard Group
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s UBS Position: Q1 2016 in Review

Guardian Capital Advisors (Canada) sold out of UBS Group (UBS) in Q1 2016, closing a stake of 15,850 shares — an estimated $303K sold.

Guardian Capital Advisors (Canada) first reported a position in UBS in Q3 2015 and held it in 2 quarters. The position peaked at $398K in Q3 2015. 236 funds tracked by Wall St. Rank hold UBS as of Q1 2016.

  • Guardian Capital Advisors (Canada) reported no remaining UBS Group position as of Q1 2016 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 15,850 UBS Group shares in Q1 2016, an estimated $303K.
  • Guardian Capital Advisors (Canada) first reported a position in UBS Group in Q3 2015 and held it in 2 quarters.
  • Guardian Capital Advisors (Canada)'s UBS Group position peaked at $398K in Q3 2015.
  • 236 funds tracked by Wall St. Rank held UBS Group as of Q1 2016.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2016, filed 12 May 2016.