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Hirtle Callaghan & Co’s UBS Group UBS Stock Holding History

Hirtle Callaghan & Co’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
2019
Q2 		– Sell
-268
Closed -$3K – 75
2019
Q1 		$3K Buy
+268
New +$3.4K ﹤0.01% 63
2018
Q2 		– Sell
-268
Closed -$5K – 136
2018
Q1 		$5K Hold
268
– – ﹤0.01% 113
2017
Q4 		$5K Buy
+268
New +$4.66K ﹤0.01% 129

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hirtle Callaghan & Co's UBS Position: Q2 2019 in Review

Hirtle Callaghan & Co sold out of UBS Group (UBS) in Q2 2019, closing a stake of 268 shares — an estimated $3K sold.

Hirtle Callaghan & Co first reported a position in UBS in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

  • Hirtle Callaghan & Co reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 268 UBS Group shares in Q2 2019, an estimated $3K.
  • Hirtle Callaghan & Co first reported a position in UBS Group in Q4 2017 and held it in 3 quarters.
  • Hirtle Callaghan & Co's UBS Group position peaked at $5K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2019, filed 13 Aug 2019.