Mosaic Family Wealth’s UBS Group UBS Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-43	Closed	-$1K	–	574
2019 Q1	$1K	Buy	+43	New	+$545	﹤0.01%	681
2016 Q2	–	Sell	-437	Closed	-$7K	–	829
2016 Q1	$7K	Buy	+437	New	+$7.1K	﹤0.01%	568

Other funds holding UBS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's UBS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of UBS Group (UBS) in Q2 2019, closing a stake of 43 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in UBS in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2016. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Mosaic Family Wealth reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 43 UBS Group shares in Q2 2019, an estimated $1K.
Mosaic Family Wealth first reported a position in UBS Group in Q1 2016 and held it in 2 quarters.
Mosaic Family Wealth's UBS Group position peaked at $7K in Q1 2016.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.