Mariner Wealth Advisors (NYC)’s UBS Group UBS Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$5K	Buy	+254	New	+$4.42K	﹤0.01%	520

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s UBS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in UBS Group (UBS) in Q1 2015: 254 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

172 funds tracked by Wall St. Rank hold UBS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 254 shares of UBS Group worth $5K as of Q1 2015.
UBS Group was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
UBS Group made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #520 holding.
172 funds tracked by Wall St. Rank held UBS Group as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.