Icon Wealth Partners’s UBS Group UBS Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-10,340	Closed	-$125K	–	729
2019 Q1	$125K	Buy	+10,340	New	+$131K	0.05%	200
2018 Q4	–	Sell	-9,630	Closed	-$151K	–	252
2018 Q3	$151K	Sell	9,630 -378	-4%	-$5.94K	0.06%	207
2018 Q2	$154K	Buy	10,008 +71	+0.7%	+$1.16K	0.06%	186
2018 Q1	$175K	Buy	9,937 +325	+3%	+$6.18K	0.09%	178
2017 Q4	$177K	Buy	+9,612	New	+$167K	0.09%	189

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's UBS Position: Q2 2019 in Review

Icon Wealth Partners sold out of UBS Group (UBS) in Q2 2019, closing a stake of 10,340 shares — an estimated $125K sold.

Icon Wealth Partners first reported a position in UBS in Q4 2017 and held it in 5 quarters. The position peaked at $177K in Q4 2017. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Icon Wealth Partners reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 10,340 UBS Group shares in Q2 2019, an estimated $125K.
Icon Wealth Partners first reported a position in UBS Group in Q4 2017 and held it in 5 quarters.
Icon Wealth Partners's UBS Group position peaked at $177K in Q4 2017.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.