Meridian Wealth Management’s UBS Group UBS Stock Holding History

Meridian Wealth Management’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
2019 Q3	–	Sell	-1,930	Closed	-$229	–	472
2019 Q2	$229	Buy	+1,930	New	+$23.7K	0.01%	517

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Management's UBS Position: Q3 2019 in Review

Meridian Wealth Management sold out of UBS Group (UBS) in Q3 2019, closing a stake of 1,930 shares — an estimated $229 sold.

Meridian Wealth Management first reported a position in UBS in Q2 2019 and held it in 1 quarter. The position peaked at $229 in Q2 2019. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Meridian Wealth Management reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,930 UBS Group shares in Q3 2019, an estimated $229.
Meridian Wealth Management first reported a position in UBS Group in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's UBS Group position peaked at $229 in Q2 2019.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.