J.M. Hartwell’s UBS Group UBS Stock Holding History

J.M. Hartwell’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	–	Sell	-11,800	Closed	-$189K	–	85
2016 Q1	$189K	Hold	11,800	–	–	0.05%	81
2015 Q4	$229K	Hold	11,800	–	–	0.05%	80
2015 Q3	$219K	Sell	11,800 -500	-4%	-$10.6K	0.05%	98
2015 Q2	$261K	Buy	+12,300	New	+$257K	0.06%	104

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

J.M. Hartwell's UBS Position: Q2 2016 in Review

J.M. Hartwell sold out of UBS Group (UBS) in Q2 2016, closing a stake of 11,800 shares — an estimated $189K sold.

J.M. Hartwell first reported a position in UBS in Q2 2015 and held it in 4 quarters. The position peaked at $261K in Q2 2015. 251 funds tracked by Wall St. Rank hold UBS as of Q2 2016.

J.M. Hartwell reported no remaining UBS Group position as of Q2 2016 after selling out during the quarter.
J.M. Hartwell sold 11,800 UBS Group shares in Q2 2016, an estimated $189K.
J.M. Hartwell first reported a position in UBS Group in Q2 2015 and held it in 4 quarters.
J.M. Hartwell's UBS Group position peaked at $261K in Q2 2015.
251 funds tracked by Wall St. Rank held UBS Group as of Q2 2016.

Based on J.M. Hartwell's 13F filing for Q2 2016, filed 9 Aug 2016.