JNBA Financial Advisors’s UBS Group UBS Stock Holding History

JNBA Financial Advisors’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	-6,717	Closed	-$91K	–	1294
2016 Q3	$91K	Buy	+6,717	New	+$91.4K	0.01%	386

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JNBA Financial Advisors's UBS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of UBS Group (UBS) in Q4 2016, closing a stake of 6,717 shares — an estimated $91K sold.

JNBA Financial Advisors first reported a position in UBS in Q3 2016 and held it in 1 quarter. The position peaked at $91K in Q3 2016. 252 funds tracked by Wall St. Rank hold UBS as of Q4 2016.

JNBA Financial Advisors reported no remaining UBS Group position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 6,717 UBS Group shares in Q4 2016, an estimated $91K.
JNBA Financial Advisors first reported a position in UBS Group in Q3 2016 and held it in 1 quarter.
JNBA Financial Advisors's UBS Group position peaked at $91K in Q3 2016.
252 funds tracked by Wall St. Rank held UBS Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.