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Kavar Capital Partners Group’s UBS Group UBS Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-139
Closed -$2K – 370
2015
Q4 		$2K Hold
139
– – ﹤0.01% 369
2015
Q3 		$2K Hold
139
– – ﹤0.01% 370
2015
Q2 		$2K Buy
+139
New +$2.9K ﹤0.01% 402

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Kavar Capital Partners Group's UBS Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of UBS Group (UBS) in Q1 2016, closing a stake of 139 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in UBS in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 236 funds tracked by Wall St. Rank hold UBS as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining UBS Group position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 139 UBS Group shares in Q1 2016, an estimated $2K.
  • Kavar Capital Partners Group first reported a position in UBS Group in Q2 2015 and held it in 3 quarters.
  • Kavar Capital Partners Group's UBS Group position peaked at $2K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held UBS Group as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.