Integrated Wealth Management (Palm Desert)’s UBS Group UBS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-190	Closed	-$3K	–	960
2016 Q3	$3K	Buy	190 +84	+79%	+$1.14K	﹤0.01%	1025
2016 Q2	$1K	Hold	106	–	–	﹤0.01%	1215
2016 Q1	$2K	Hold	106	–	–	﹤0.01%	1030
2015 Q4	$2K	Buy	+106	New	+$2.07K	﹤0.01%	1115

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s UBS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of UBS Group (UBS) in Q4 2016, closing a stake of 190 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UBS in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 253 funds tracked by Wall St. Rank hold UBS as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining UBS Group position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 190 UBS Group shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in UBS Group in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s UBS Group position peaked at $3K in Q3 2016.
253 funds tracked by Wall St. Rank held UBS Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.