IBEX Wealth Advisors’s UBS Group UBS Stock Holding History

IBEX Wealth Advisors’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 Q1	–	Sell	-160	Closed	-$3K	–	366
2016 Q4	$3K	Buy	+160	New	+$2.41K	﹤0.01%	423

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's UBS Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of UBS Group (UBS) in Q1 2017, closing a stake of 160 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in UBS in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 249 funds tracked by Wall St. Rank hold UBS as of Q1 2017.

IBEX Wealth Advisors reported no remaining UBS Group position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 160 UBS Group shares in Q1 2017, an estimated $3K.
IBEX Wealth Advisors first reported a position in UBS Group in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's UBS Group position peaked at $3K in Q4 2016.
249 funds tracked by Wall St. Rank held UBS Group as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.