Lake Point Wealth Management’s UBS Group UBS Stock Holding History

Lake Point Wealth Management’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
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	356
2019 Q4	$1K	Buy	+90	New	+$1.07K	﹤0.01%	581
2019 Q1	–	Sell	-356	Closed	-$4K	–	858
2018 Q4	$4K	Buy	+356	New	+$4.83K	﹤0.01%	598

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lake Point Wealth Management's UBS Position: Q1 2020 in Review

Lake Point Wealth Management held its UBS Group (UBS) position steady in Q1 2020 at 90 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lake Point Wealth Management first reported a position in UBS in Q4 2018 and has held it in 3 quarters since. The position peaked at $4K in Q4 2018. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Lake Point Wealth Management held 90 shares of UBS Group worth $1K as of Q1 2020.
Lake Point Wealth Management left its UBS Group share count unchanged in Q1 2020.
UBS Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #356 holding.
Lake Point Wealth Management first reported a position in UBS Group in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's UBS Group position peaked at $4K in Q4 2018.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.