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Lombard Odier & Cie (Canada)’s UBS Group UBS Stock Holding History

Lombard Odier & Cie (Canada)’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
2016
Q3 		$686K Buy
50,450
+6,650
+15% +$90.5K 1.95% 22
2016
Q2 		$566K Buy
43,800
+1,000
+2% +$15.3K 1.98% 19
2016
Q1 		$693K Buy
+42,800
New +$695K 1.84% 21

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s UBS Position: Q3 2016 in Review

Lombard Odier & Cie (Canada) increased its UBS Group (UBS) stake by 15% in Q3 2016, buying an estimated $90.5K and bringing the position to 50,450 shares worth $686K. The position accounts for 1.95% of the portfolio, ranked #22.

Lombard Odier & Cie (Canada) first reported a position in UBS in Q1 2016 and has held it in 3 quarters since. The position peaked at $693K in Q1 2016. 224 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

  • Lombard Odier & Cie (Canada) held 50,450 shares of UBS Group worth $686K as of Q3 2016.
  • Lombard Odier & Cie (Canada) bought 6,650 UBS Group shares in Q3 2016, an estimated $90.5K.
  • UBS Group made up 1.95% of Lombard Odier & Cie (Canada)'s portfolio in Q3 2016, its #22 holding.
  • Lombard Odier & Cie (Canada) first reported a position in UBS Group in Q1 2016 and has held it in 3 quarters since.
  • Lombard Odier & Cie (Canada)'s UBS Group position peaked at $693K in Q1 2016.
  • 224 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.