Lee Financial’s UBS Group UBS Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-165	Closed	-$3K	–	710
2018 Q2	$3K	Buy	165 +85	+106%	+$1.38K	﹤0.01%	702
2018 Q1	$1K	Buy	+80	New	+$1.52K	﹤0.01%	731

Other funds holding UBS

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Lee Financial's UBS Position: Q3 2018 in Review

Lee Financial sold out of UBS Group (UBS) in Q3 2018, closing a stake of 165 shares — an estimated $3K sold.

Lee Financial first reported a position in UBS in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Lee Financial reported no remaining UBS Group position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 165 UBS Group shares in Q3 2018, an estimated $3K.
Lee Financial first reported a position in UBS Group in Q1 2018 and held it in 2 quarters.
Lee Financial's UBS Group position peaked at $3K in Q2 2018.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.