Level Four Advisory Services’s UBS Group UBS Stock Holding History

Level Four Advisory Services’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
2017 Q4	–	Sell	-42,220	Closed	-$724K	–	558
2017 Q3	$724K	Buy	42,220 +30,242	+252%	+$517K	0.06%	278
2017 Q2	$186K	Sell	11,978 -10,013	-46%	-$163K	0.03%	458
2017 Q1	$345K	Buy	21,991 +181	+0.8%	+$2.91K	0.04%	385
2016 Q4	$342K	Buy	+21,810	New	+$328K	0.04%	345

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Level Four Advisory Services's UBS Position: Q4 2017 in Review

Level Four Advisory Services sold out of UBS Group (UBS) in Q4 2017, closing a stake of 42,220 shares — an estimated $724K sold.

Level Four Advisory Services first reported a position in UBS in Q4 2016 and held it in 4 quarters. The position peaked at $724K in Q3 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q4 2017.

Level Four Advisory Services reported no remaining UBS Group position as of Q4 2017 after selling out during the quarter.
Level Four Advisory Services sold 42,220 UBS Group shares in Q4 2017, an estimated $724K.
Level Four Advisory Services first reported a position in UBS Group in Q4 2016 and held it in 4 quarters.
Level Four Advisory Services's UBS Group position peaked at $724K in Q3 2017.
289 funds tracked by Wall St. Rank held UBS Group as of Q4 2017.

Based on Level Four Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.