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Meag Munich Ergo’s UBS Group UBS Stock Holding History

Meag Munich Ergo’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
Q2 		– Sell
-3,462,832
Closed -$55.6M – 348
2017
Q1 		$55.6M Buy
3,462,832
+581,154
+20% +$9.35M 2.2% 1
2016
Q4 		$48.5M Buy
2,881,678
+744,401
+35% +$11.2M 2.26% 3
2016
Q3 		$28.8M Buy
2,137,277
+1,009,581
+90% +$13.7M 1.42% 11
2016
Q2 		$14.6M Sell
1,127,696
-698,769
-38% -$10.7M 1.33% 25
2016
Q1 		$29.5M Buy
1,826,465
+503,396
+38% +$8.18M 1.53% 8
2015
Q4 		$26.1M Buy
1,323,069
+127,019
+11% +$2.48M 1.31% 11
2015
Q3 		$22.1M Buy
1,196,050
+500,776
+72% +$10.6M 1.18% 14
2015
Q2 		$14.8M Buy
+695,274
New +$14.5M 0.76% 38

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meag Munich Ergo's UBS Position: Q2 2017 in Review

Meag Munich Ergo sold out of UBS Group (UBS) in Q2 2017, closing a stake of 3,462,832 shares — an estimated $55.6M sold.

Meag Munich Ergo first reported a position in UBS in Q2 2015 and held it in 8 quarters. The position peaked at $55.6M in Q1 2017. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

  • Meag Munich Ergo reported no remaining UBS Group position as of Q2 2017 after selling out during the quarter.
  • Meag Munich Ergo sold 3,462,832 UBS Group shares in Q2 2017, an estimated $55.6M.
  • Meag Munich Ergo first reported a position in UBS Group in Q2 2015 and held it in 8 quarters.
  • Meag Munich Ergo's UBS Group position peaked at $55.6M in Q1 2017.
  • 261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on Meag Munich Ergo's 13F filing for Q2 2017, filed 24 Jul 2017.