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Managed Account Advisors’s UBS Group UBS Stock Holding History

Managed Account 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
2015
Q2 		$87.8M Buy
4,140,575
+770,218
+23% +$16.1M 0.07% 289
2015
Q1 		$63.3M Sell
3,370,357
-354,960
-10% -$6.18M 0.06% 358
2014
Q4 		$63.5M Buy
+3,725,317
New +$63.8M 0.06% 340

Other funds holding UBS

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Managed Account Advisors's UBS Position: Q2 2015 in Review

Managed Account Advisors increased its UBS Group (UBS) stake by 23% in Q2 2015, buying an estimated $16.1M and bringing the position to 4,140,575 shares worth $87.8M. The position accounts for 0.07% of the portfolio, ranked #289.

Managed Account Advisors first reported a position in UBS in Q4 2014 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold UBS as of Q2 2015.

  • Managed Account Advisors held 4,140,575 shares of UBS Group worth $87.8M as of Q2 2015.
  • Managed Account Advisors bought 770,218 UBS Group shares in Q2 2015, an estimated $16.1M.
  • UBS Group made up 0.07% of Managed Account Advisors's portfolio in Q2 2015, its #289 holding.
  • Managed Account Advisors first reported a position in UBS Group in Q4 2014 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held UBS Group as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.