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Independent Portfolio Consultants’s UBS Group UBS Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-372
Closed -$7K – 1032
2015
Q1 		$7K Buy
+372
New +$6.47K ﹤0.01% 745

Other funds holding UBS

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Independent Portfolio Consultants's UBS Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of UBS Group (UBS) in Q2 2015, closing a stake of 372 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in UBS in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 203 funds tracked by Wall St. Rank hold UBS as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining UBS Group position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 372 UBS Group shares in Q2 2015, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in UBS Group in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's UBS Group position peaked at $7K in Q1 2015.
  • 203 funds tracked by Wall St. Rank held UBS Group as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.