Investors Capital Advisory Services’s UBS Group UBS Stock Holding History

Investors Capital Advisory Services’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 Q2	$313K	Hold	24,201	–	–	0.06%	415
2016 Q1	$387K	Buy	24,201 +1,201	+5%	+$19.5K	0.08%	342
2015 Q4	$445K	Hold	23,000	–	–	0.09%	329
2015 Q3	$425K	Buy	+23,000	New	+$487K	0.09%	328

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Investors Capital Advisory Services's UBS Position: Q2 2016 in Review

Investors Capital Advisory Services held its UBS Group (UBS) position steady in Q2 2016 at 24,201 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #415.

Investors Capital Advisory Services first reported a position in UBS in Q3 2015 and has held it in 4 quarters since. The position peaked at $445K in Q4 2015. 251 funds tracked by Wall St. Rank hold UBS as of Q2 2016.

Investors Capital Advisory Services held 24,201 shares of UBS Group worth $313K as of Q2 2016.
Investors Capital Advisory Services left its UBS Group share count unchanged in Q2 2016.
UBS Group made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #415 holding.
Investors Capital Advisory Services first reported a position in UBS Group in Q3 2015 and has held it in 4 quarters since.
Investors Capital Advisory Services's UBS Group position peaked at $445K in Q4 2015.
251 funds tracked by Wall St. Rank held UBS Group as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.