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Lourd Capital’s UBS Group UBS Stock Holding History

Lourd Capital’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
-10,959
Closed -$172K – 340
2018
Q3 		$172K Buy
+10,959
New +$172K 0.01% 323
2018
Q2 		– Sell
-12,870
Closed -$227K – 121
2018
Q1 		$227K Buy
12,870
+387
+3% +$7.36K 0.03% 115
2017
Q4 		$230K Buy
+12,483
New +$217K 0.02% 305

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Lourd Capital's UBS Position: Q4 2018 in Review

Lourd Capital sold out of UBS Group (UBS) in Q4 2018, closing a stake of 10,959 shares — an estimated $172K sold.

Lourd Capital first reported a position in UBS in Q4 2017 and held it in 3 quarters. The position peaked at $230K in Q4 2017. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

  • Lourd Capital reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
  • Lourd Capital sold 10,959 UBS Group shares in Q4 2018, an estimated $172K.
  • Lourd Capital first reported a position in UBS Group in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's UBS Group position peaked at $230K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.