KWMG LLC’s UBS Group UBS Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-382	Closed	-$5K	–	394
2019 Q1	$5K	Hold	382	–	–	﹤0.01%	361
2018 Q4	$5K	Buy	382 +62	+19%	+$841	﹤0.01%	358
2018 Q3	$5K	Hold	320	–	–	﹤0.01%	364
2018 Q2	$5K	Buy	+320	New	+$5.2K	﹤0.01%	364

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

KWMG LLC's UBS Position: Q2 2019 in Review

KWMG LLC sold out of UBS Group (UBS) in Q2 2019, closing a stake of 382 shares — an estimated $5K sold.

KWMG LLC first reported a position in UBS in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

KWMG LLC reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 382 UBS Group shares in Q2 2019, an estimated $5K.
KWMG LLC first reported a position in UBS Group in Q2 2018 and held it in 4 quarters.
KWMG LLC's UBS Group position peaked at $5K in Q1 2019.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.