Legacy Advisors’s UBS Group UBS Stock Holding History

Legacy 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
2018 Q4	–	Sell	-54,660	Closed	-$860K	–	376
2018 Q3	$860K	Hold	54,660	–	–	0.42%	67
2018 Q2	$838K	Hold	54,660	–	–	0.63%	36
2018 Q1	$954K	Buy	+54,660	New	+$1.04M	0.7%	33

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Legacy Advisors's UBS Position: Q4 2018 in Review

Legacy Advisors sold out of UBS Group (UBS) in Q4 2018, closing a stake of 54,660 shares — an estimated $860K sold.

Legacy Advisors first reported a position in UBS in Q1 2018 and held it in 3 quarters. The position peaked at $954K in Q1 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

Legacy Advisors reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 54,660 UBS Group shares in Q4 2018, an estimated $860K.
Legacy Advisors first reported a position in UBS Group in Q1 2018 and held it in 3 quarters.
Legacy Advisors's UBS Group position peaked at $954K in Q1 2018.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.