Independence Trust’s UBS Group UBS Stock Holding History

Independence Trust’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
2015 Q3	–	Sell	-16,345	Closed	-$347K	–	123
2015 Q2	$347K	Buy	+16,345	New	+$341K	0.23%	77

Other funds holding UBS

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

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

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

Independence Trust's UBS Position: Q3 2015 in Review

Independence Trust sold out of UBS Group (UBS) in Q3 2015, closing a stake of 16,345 shares — an estimated $347K sold.

Independence Trust first reported a position in UBS in Q2 2015 and held it in 1 quarter. The position peaked at $347K in Q2 2015. 234 funds tracked by Wall St. Rank hold UBS as of Q3 2015.

Independence Trust reported no remaining UBS Group position as of Q3 2015 after selling out during the quarter.
Independence Trust sold 16,345 UBS Group shares in Q3 2015, an estimated $347K.
Independence Trust first reported a position in UBS Group in Q2 2015 and held it in 1 quarter.
Independence Trust's UBS Group position peaked at $347K in Q2 2015.
234 funds tracked by Wall St. Rank held UBS Group as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.