Institutional & Family Asset Management’s UBS Group UBS Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-66	Closed	-$1K	–	889
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	821
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	813
2018 Q4	$1K	Hold	66	–	–	﹤0.01%	793
2018 Q3	$1K	Hold	66	–	–	﹤0.01%	821
2018 Q2	$1K	Hold	66	–	–	﹤0.01%	817
2018 Q1	$1K	Buy	+66	New	+$1.25K	﹤0.01%	816

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's UBS Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of UBS Group (UBS) in Q3 2019, closing a stake of 66 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in UBS in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Institutional & Family Asset Management reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 66 UBS Group shares in Q3 2019, an estimated $1K.
Institutional & Family Asset Management first reported a position in UBS Group in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's UBS Group position peaked at $1K in Q2 2019.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.