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Holistic Financial Partners’s UBS Group UBS Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-5,536
Closed -$98K – 341
2018
Q1 		$98K Buy
5,536
+305
+6% +$5.8K 0.08% 113
2017
Q4 		$96K Buy
+5,231
New +$90.9K 0.08% 120

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Holistic Financial Partners's UBS Position: Q2 2018 in Review

Holistic Financial Partners sold out of UBS Group (UBS) in Q2 2018, closing a stake of 5,536 shares — an estimated $98K sold.

Holistic Financial Partners first reported a position in UBS in Q4 2017 and held it in 2 quarters. The position peaked at $98K in Q1 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

  • Holistic Financial Partners reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 5,536 UBS Group shares in Q2 2018, an estimated $98K.
  • Holistic Financial Partners first reported a position in UBS Group in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's UBS Group position peaked at $98K in Q1 2018.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.